Documents & Forms
Prospectus & Funds Documents
- Alternative Strategies Fund Summary Prospectus 4/30/2012
- Equity Fund Summary Prospectus 4/30/2012
- Focused Opportunities Fund Summary Prospectus 4/30/2012
- International Fund Summary Prospectus 4/30/2012
- Smaller Companies Fund Summary Prospectus 4/30/2012
- Value Fund Summary Prospectus 4/30/2012
- Statutory Prospectus 4/30/2012
- Supplement dated May 11, 2012 to the Prospectus dated April 30, 2012
- SAI 4/30/2012
Applications & Forms
Fact Sheets
The Litman Gregory Alternative Strategies Fund will be launched on September 30, 2011. The fund fact sheet will be available in mid January 2012. Learn more about this fund.
Shareholder Reports
- Quarterly Report to Shareholders, First Quarter 2012
- Annual Report to Shareholders, December 2011
- Quarterly Report to Shareholders, Third Quarter 2011
- Semi-Annual Report to Shareholders, June 2011
To access past shareholder reports, please click here.
XBRL Risk/Return Documentation
The below XBRL risk/return documentation are documents that we are required to submit to the SEC and that we are required to post on our website exactly as filed.
| FUND | XBRL RISK/RETURN DOCUMENTATION |
|---|---|
| The Litman Gregory Masters Equity Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000005593/index.html |
| The Litman Gregory Masters International Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000005594/index.html |
| The Litman Gregory Masters Value Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000005595/index.html |
| The Litman Gregory Masters Smaller Companies Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000005596/index.html |
| The Litman Gregory Masters Focused Opportunities Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000012467/index.html |
| The Litman Gregory Masters Alternative Strategies Fund | http://mastersfunds.onlineprospectus.net/mastersfunds/S000033728/index.html |