Litman Gregory Funds Trust (PCIG)

Overview

The Litman Gregory Funds Trust offers a range of actively managed ETFs aiming for long-term capital appreciation. These funds typically employ a multi-manager approach, allocating assets across various investment styles and strategies.

Reputation and Reliability

Litman Gregory is a reputable investment advisory firm known for its research-driven, multi-manager approach.

Management Expertise

The management team comprises experienced investment professionals specializing in manager selection and asset allocation.

Goal

To achieve long-term capital appreciation by actively managing a diversified portfolio.

Investment Approach and Strategy

Strategy: The Funds do not track a specific index. Instead, they employ active management and multi-manager approach.

Composition The Funds hold a mix of assets, including stocks, bonds, and potentially other asset classes depending on the specific fund within the trust.

Market Share: Data not available to directly calculate market share as Litman Gregory Funds Trust operates a variety of ETFs across different market segments.

Total Net Assets (AUM): Data not available in real time. Varies by individual fund within the Trust.

Key Competitors

• ARKK
• VTI
• VOO
• SCHD
• SPY

Competitive Landscape

The ETF industry is highly competitive. Litman Gregory Funds Trust differentiates itself through its active, multi-manager approach, which may appeal to investors seeking outperformance over passive strategies. However, it faces competition from both actively managed and passively managed ETFs with lower expense ratios. Litman Gregory's advantage comes from their manager selection process, but this also adds complexity and cost.

Historical Performance: Data not available for the entire Trust as performance varies significantly by the specific fund. Refer to individual fund factsheets for performance data.

Benchmark Comparison: Varies by fund. Benchmarks would need to be identified for each individual fund within the trust to conduct a relevant comparison.

Expense Ratio: Varies by fund. Refer to individual fund prospectuses for expense ratios.

Average Trading Volume

Average trading volume varies significantly based on the specific fund within the Trust and its popularity.

Bid-Ask Spread

Bid-ask spread depends on the individual fund's liquidity and market conditions.

Market Environment Factors

Economic indicators, interest rates, and sector-specific growth prospects influence the performance of the underlying assets held within Litman Gregory Funds Trust.

Growth Trajectory

Growth trends are influenced by fund performance, investor demand for active management, and the overall market environment. Changes to strategy and holdings are dependent on the active management decisions of each fund's managers.

Competitive Edge

Litman Gregory Funds Trust's competitive advantage lies in its actively managed, multi-manager approach, designed to deliver superior risk-adjusted returns. Their research-driven manager selection process and dynamic asset allocation strategy aims to identify and allocate capital to top-performing investment managers. This approach differentiates them from passive index funds and many other actively managed ETFs. The potential for outperformance and downside protection in volatile markets is a key selling point.

Volatility

Volatility depends on the specific fund and its underlying asset allocation. Actively managed funds may experience higher volatility than passive index funds.

Market Risk

The funds are subject to market risk, which includes factors such as economic downturns, interest rate fluctuations, and geopolitical events that can negatively impact the value of the underlying investments.

Ideal Investor Profile

The ideal investor for Litman Gregory Funds Trust is one who seeks long-term capital appreciation, is comfortable with active management and potentially higher expense ratios, and understands the risks associated with investing in a diversified portfolio.

Market Risk

These funds are best suited for long-term investors seeking active management with the potential for outperformance.

Litman Gregory Funds Trust offers actively managed ETFs utilizing a multi-manager approach to achieve long-term capital appreciation. These funds appeal to investors seeking potential outperformance compared to passive strategies. Performance and risk vary by individual fund within the Trust. Investors should carefully review the specific fund's prospectus and investment objectives before investing.

Data Sources:

• Litman Gregory Funds Trust website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.