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News First Quarter 2020 Fact Sheets Now Available

The fact sheets provide investors with a qualitative and quantitative overview of the funds, and include investment objectives, details on the sub-advisor lineups, and performance data for the funds and their benchmarks. View or download the fact sheets via the links below.

 

Contact our team for more information on the funds. 

team@mastersfunds.com | 925-254-8999

Stay Informed

The Litman Gregory Masters Funds monthly email provides investors a way to stay in touch with us and receive information regarding the funds and investment principles in general. Topics may include updates on the funds and managers, further insights into Litman Gregoryʼs processes, and commentary on various aspects of investing.

DISCLOSURE

Litman Gregory Masters Fundsʼ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be viewed here or by calling 1-800-960-0188. Read it carefully before investing.

Mutual fund investing involves risk. Principal loss is possible. 

Click here for index definitions and click here for industry terms and definitions.

References to other mutual funds should not be deemed an offer to sell or solicitation of an offer to buy shares of such funds.

Litman Gregory Fund Advisors, LLC has ultimate responsibility for the performance of the Litman Gregory Masters Funds due to its responsibility to oversee the Funds’ investment managers and recommend their hiring, termination and replacement.

The Litman Gregory Masters Funds are distributed by ALPS Distributors, Inc.