|PO Box 219922 , Kansas city, MO 64121-9922|
|Fund Manager||Team Managed|
The Litman Gregory Masters Equity Fund (the Equity Fund) seeks long-term growth of capital; that is, the increase in the value of your investment over the long term. Litman Gregory Fund Advisors, LLC, the advisor to the Equity Fund, believes that it is possible to identify investment managers to serve as sub-advisors who, over a market cycle, have a greater potential to deliver superior returns for a Fund relative to their peer groups. Litman Gregory also believes it can identify sub-advisors whose portfolio managers are skilled stock pickers and who, within the investment portfolios they manage separately from the Fund(their proprietary funds), have higher confidence in the return potential of some stocks than others. Litman Gregory believes a portfolio comprised only of these portfolio managers higher confidence stocks should outperform their proprietary funds over a market cycle.
|Asset Type||% Of Allocation|
|Total Net Assets||254.90 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|COF||CAPITAL ONE FINANCIAL CORP||5.11%|
|GOOGL||ALPHABET INC CLASS A||3.85%|
|AMZN||AMAZON COM INC||3.47%|
|BRK.A||BERKSHIRE HATHAWAY INC CL A||2.63%|
|NFLX||NETFLIX COM INC||2.54%|
|BABA||ALIBABA GROUP HOLDING LIMITE||2.26%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||2.06%|
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