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    Litman Gregory Masters Smlr Coms Instl (MSSFX)

    15.28 Up 0.25(1.66%) Feb 12
    Prev Close:15.03
    YTD Return*:-8.15%
    Net Assets*:36.54M
    Yield*:N/A

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for MSSFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    VSAT5.07N/A
    TAST4.96N/A
    APOL4.43N/A
    AVD3.94N/A
    HCCI3.89N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:36.54M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.44%

    Performance & Risk

    YTD Return:-8.15%
    5y Avg Return:4.17%
    Rank in Category (ytd):69
    % Rank in Category (ytd):8.14%
    Beta (3y):0.88
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-sized U.S. companies. The advisor defines a "smaller company" as one whose market capitalization falls below the market capitalization of the largest company in the Russell 2500® Index. View More
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