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 Dow Down 0.16% Nasdaq Up 0.40%

Litman Gregory Masters Smlr Coms Instl (MSSFX)

22.05 Down 0.03(0.14%) Jul 23
Prev Close:22.08
YTD Return*:7.50%
Net Assets*:87.78M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for MSSFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ROC4.578.44
TAM4.0415.54
CIM3.6214.52
AREX3.4017.51
GHC3.279.65

Fund Basics

Morningstar Overall Rating:
Total Assets:87.78M
Category:Small Growth
Annual Report Expense Ratio (net):1.47%

Performance & Risk

YTD Return:7.50%
5y Avg Return:22.47%
Rank in Category (ytd):3
% Rank in Category (ytd):0.41%
Beta (3y):1.24
Morningstar Risk Rating:4

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. It 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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