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Litman Gregory Funds Trust (PCEM)



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Upturn Advisory Summary
08/14/2025: PCEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | Stock Returns Performance ![]() |
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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 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.
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 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
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
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
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.
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.

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