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PCEM
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Litman Gregory Funds Trust (PCEM)

Upturn stock ratingUpturn stock rating
$11.02
Last Close (24-hour delay)
Profit since last BUY1.75%
upturn advisory
Consider higher Upturn Star rating
BUY since 28 days
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  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: PCEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 1.75%
Avg. Invested days 28
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size ETF
Market Capitalization 0 USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) -
Beta -
52 Weeks Range 8.53 - 10.85
Updated Date 02/26/2025
52 Weeks Range 8.53 - 10.85
Updated Date 02/26/2025
Dividends yield (FY) -
Basic EPS (TTM) -

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) -

Management Effectiveness

Return on Assets (TTM) -
Return on Equity (TTM) -

Valuation

Trailing PE -
Forward PE -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value -
Price to Sales(TTM) -
Enterprise Value to Revenue -
Enterprise Value to EBITDA -
Shares Outstanding -
Shares Floating -
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Shares Floating -
Percent Insiders -
Percent Institutions -

ai summary icon Upturn AI SWOT

Litman Gregory Funds Trust

stock logo

Company Overview

overview logo History and Background

Litman Gregory Funds Trust is a collective investment trust that provides access to actively managed multi-manager investment strategies. Founded to provide well-researched investment options. The Trust is structured to offer institutional-quality portfolio management.

business area logo Core Business Areas

  • Multi-Manager Investment Strategies: Offers portfolios that allocate assets across multiple investment managers, aiming to diversify risk and enhance returns through manager selection and allocation.
  • Active Management: Focuses on actively managing portfolios to outperform benchmarks through careful stock selection, asset allocation, and risk management.
  • Collective Investment Trusts (CITs): Provides investment vehicles tailored to retirement plans and other institutional investors, offering cost-effectiveness and regulatory advantages.

leadership logo Leadership and Structure

Information about the leadership team and detailed organizational structure is not readily available in public sources. Litman Gregory Asset Management may provide specific management oversight, but it is structured as a trust rather than a publicly listed corporation.

Top Products and Market Share

overview logo Key Offerings

  • Description: Provides investors with access to a wide range of investment styles and strategies, managed by a team of experienced professionals. This approach can help to reduce risk and enhance returns over time.
  • Multi-Manager Funds: Offers a diversified investment portfolio managed by multiple fund managers. Market share data for this specific product is not publicly available. The mutual fund industry is highly competitive, with major competitors including Vanguard, BlackRock, and Fidelity.
  • Description: Provide a convenient and diversified investment solution for retirement savers, automatically adjusting the asset allocation over time to meet their changing needs.
  • Target Date Funds: These funds automatically adjust their asset allocation over time to become more conservative as the target date (typically retirement) approaches. Market share data is not readily available for Litman Gregory's specific target date funds. Key competitors include Vanguard, T. Rowe Price, and Fidelity.

Market Dynamics

industry overview logo Industry Overview

The investment management industry is characterized by intense competition, increasing fee pressure, and a growing demand for passive investment strategies. Regulatory changes and technological advancements are also reshaping the industry.

Positioning

Litman Gregory Funds Trust differentiates itself through its multi-manager approach, aiming to deliver superior risk-adjusted returns through careful manager selection and allocation. The firm focuses on providing institutional-quality investment solutions.

Total Addressable Market (TAM)

The global asset management market is estimated to be in the trillions of dollars. Litman Gregory Funds Trust's TAM is limited by its focus on multi-manager strategies and institutional clients. The fundu2019s positioning in the TAM is niche but could grow.

Upturn SWOT Analysis

Strengths

  • Diversified Investment Strategies
  • Experienced Management Team
  • Strong Research Capabilities
  • Focus on Institutional Clients

Weaknesses

  • Smaller Market Presence Compared to Larger Asset Managers
  • Higher Fees Associated with Multi-Manager Approach
  • Performance Dependent on Manager Selection
  • Limited Brand Recognition

Opportunities

  • Growing Demand for Multi-Manager Investment Strategies
  • Expanding into New Asset Classes
  • Partnerships with Financial Advisors and Institutions
  • Technological Advancements in Portfolio Management

Threats

  • Increased Competition from Low-Cost Passive Funds
  • Economic Downturns Impacting Asset Values
  • Regulatory Changes Affecting Investment Management Industry
  • Underperformance of Selected Managers

Competitors and Market Share

competitor logo Key Competitors

  • Vanguard (N/A)
  • BlackRock (BLK)
  • Fidelity (N/A)
  • T. Rowe Price (TROW)

Competitive Landscape

Litman Gregory Funds Trust faces stiff competition from larger, well-established asset managers like Vanguard, BlackRock, and Fidelity. Its multi-manager approach can be a differentiator, but it also introduces additional complexity and costs.

Growth Trajectory and Initiatives

Historical Growth: Historical growth data is not publicly available.

Future Projections: Future growth projections are not publicly available.

Recent Initiatives: Information on recent strategic initiatives is not readily available in public sources.

Summary

Litman Gregory Funds Trust operates in a competitive market, offering actively managed multi-manager strategies. While it offers potential diversification benefits through its investment approach, it faces challenges from larger competitors and the rise of passive investing. Public financial data is limited, making a comprehensive assessment difficult. The trust's success hinges on its ability to deliver superior risk-adjusted returns through skillful manager selection.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings (when available)
  • Industry Reports
  • Analyst Estimates

Disclaimers:

The information provided is based on publicly available data and is for informational purposes only. It is not intended as investment advice. Market share data is estimated and may not be precise. The AI-based rating is generated based on the available information and should not be considered a definitive assessment.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Litman Gregory Funds Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date 2024-09-11
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed ETF that seeks to achieve its objective by investing in a portfolio of common stocks of companies in emerging markets that in the opinion of Polen Capital Management, LLC, the sub-advisor to the fund, have a sustainable competitive advantage. Under normal circumstances, the fund will invest at least 80% of its net assets, at the time of initial purchase, in equity or equity-related securities of issuers that are located in an emerging market country. The fund is non-diversified.