Litman Gregory Masters Funds

WHAT'S NEW

2018 Distribution Information is Now Available ›› read more  
High Income Alternatives Fund Distribution Information ›› read more  
Alternative Strategies Fund Commentary: Very recent performance has been bland compared to the fund’s long-term record. We want higher returns, but we agree with our managers that being very aggressive is not the wisest course at this point in the cycle. ›› read more  
Equity Fund Commentary: The fund’s top holding, Amazon.com, rose nearly 20% for the quarter, but it was not enough to offset other declining stock picks and an underweight to health care that hurt relative performance. ›› read more  
International Fund Commentary: The fund’s largest sector overweight continues to be the consumer discretionary sector. The sector was the worst performer in the index for the quarter, due in part to macro concerns such as Brexit and trade war fears. ›› read more  
Smaller Companies Fund Commentary: Most of the fund’s relative underperformance for the quarter stemmed from stock selection in the communications services, consumer discretionary, and energy sectors. ›› read more  
Northern Cross Removed as Sub-Advisor to the Litman Gregory Masters International Fund ›› read more  
The Alternative Strategies Fund Makes Its Q3 Distributions ›› read more  
Press Release: Litman Gregory Masters Funds launches High Income Alternatives Fund with four sub-advisors focused on alternative sources of income relative to core fixed income. ›› read more  
2018 Semi-Annual Report ›› read more  
2018 Semi-Annual Shareholder Letter: A review of the first half of 2018, a look forward, and our thoughts on the bigger picture. ›› 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  
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