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Upturn AI SWOT - About
Litman Gregory Funds Trust (PCEM)
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Upturn Advisory Summary
10/15/2025: PCEM (1-star) is a SELL. SELL since 4 days. Simulated Profits (1.39%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 1.39% | Avg. Invested days 67 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Litman Gregory Funds Trust
Company Overview
History and Background
Litman Gregory Funds Trust is a registered investment company that provides access to a suite of actively managed mutual funds. The firm focuses on multi-manager investment strategies.
Core Business Areas
- Multi-Manager Mutual Funds: Offer a variety of mutual funds that employ a multi-manager approach, allocating capital to multiple sub-advisors with specialized expertise. The goal is diversification and consistent performance.
Leadership and Structure
The funds are managed by Litman Gregory Asset Management, a registered investment advisor. Leadership typically consists of portfolio managers and investment analysts.
Top Products and Market Share
Key Offerings
- Litman Gregory Masters Alternative Strategies Fund (LASAX): This fund seeks to provide long-term capital appreciation while managing risk through investments in alternative asset classes. Market share data specific to LASAX is not publicly available, but it competes with other alternative strategy mutual funds. Competitors include funds from AQR, Blackstone and Hedgeskew.
- Litman Gregory Masters International Fund (LSMIX): This fund invests in a portfolio of international stocks, seeking long-term capital appreciation. Market share data is not publicly available. It competes with other international equity mutual funds. Competitors include funds from Vanguard, Fidelity, and T. Rowe Price.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with numerous firms offering a wide range of investment products and services. Factors such as market performance, interest rates, and investor sentiment can significantly impact industry growth.
Positioning
Litman Gregory Funds Trust differentiates itself through its multi-manager approach, seeking to provide investors with access to specialized expertise across different asset classes. They aim to deliver consistent returns with lower volatility compared to single-manager funds.
Total Addressable Market (TAM)
The global asset management market is worth trillions of dollars. Litman Gregory Funds Trust is positioned to capture a portion of this TAM by offering diversified investment solutions. Precise figures for their market share within the overall TAM are not publicly disclosed.
Upturn SWOT Analysis
Strengths
- Multi-manager approach diversifies risk and expertise
- Experienced investment team at Litman Gregory Asset Management
- Focus on risk-adjusted returns
- Established track record
Weaknesses
- Potential for higher fees due to the multi-manager structure
- Reliance on the performance of sub-advisors
- Smaller brand recognition compared to larger asset managers
Opportunities
- Growing demand for alternative investment strategies
- Expansion into new distribution channels
- Development of new investment products
- Increasing investor interest in ESG investing
Threats
- Market volatility and economic downturns
- Increased competition from passive investment strategies
- Regulatory changes
- Loss of key sub-advisors
Competitors and Market Share
Key Competitors
- Vanguard (VTI)
- BlackRock (BLK)
- Fidelity (none)
- T. Rowe Price (TROW)
Competitive Landscape
Litman Gregory Funds Trust competes with larger asset managers by offering specialized investment strategies through its multi-manager approach. The multi-manager is an advantage for diversification, but a disadvantage due to higher fees.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the funds and the ability to attract new investors.
Future Projections: Future growth is dependent on market conditions and the continued success of the multi-manager approach.
Recent Initiatives: Recent initiatives are not publicly available.
Summary
Litman Gregory Funds Trust provides a multi-manager approach to investing with a focus on alternative strategies and risk-adjusted returns. Its structure allows for diversification, but it faces competition from larger firms with greater brand recognition and from passive investing. Success depends on the performance of its sub-advisors and its ability to attract investors seeking actively managed solutions and they do not have enough market share to be a leader.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- Company Website
- SEC Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.