Litman Gregory Masters Funds

WHAT'S NEW

The Alternative Strategies Fund Makes Its Q2 Distributions ›› read more  
Alternative Strategies Fund Commentary: The Alternative Strategies Fund declined less than 1% in the first quarter, holding up well against both U.S. stocks and bonds during the market correction and rising interest rates. ›› read more  
Equity Fund Commentary: Despite the broad U.S. stock market declining amidst a return of volatility, the fund gained 1.26% in the first quarter. Sector allocation drove this strong relative return. ›› read more  
International Fund Commentary: In the first quarter, the fund’s performance was in line with its primary international benchmark. Positive stock selection in the consumer discretionary sector was particularly beneficial. ›› read more  
Smaller Companies Fund Commentary: The fund registered a slight positive gain in the first quarter even though small-cap U.S. stocks declined. Stock selection was the main factor leading to the outperformance. ›› read more  
Moningstar Analyst Report on MASFX: "...remains a solid choice in the multialternative category..." ›› read more  
Morningstar calls our Alternative Strategies Fund one of Two Good Entry Points Into Alternative Investing. ›› watch  
2017 Annual Report ›› read more  
Financial Advisor Magazine features Litman Gregory in a recent article, saying "the Litman Gregory Masters Alternative Strategies Fund has managed to rise above the competition." ›› read more  
Mutual Fund Observer highlights the Alternative Strategies Fund in this profile ›› read more  
How We Seek to Identify Great Active Managers: Litman Gregory's Jack Chee discusses our manager research process, stressing the need to clearly understand a manager's investment process and what makes that manager great. ›› read more