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Upturn AI SWOT - About
Litman Gregory Funds Trust (BDVG)
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Upturn Advisory Summary
04/01/2025: BDVG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.58% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4350 | Beta - | 52 Weeks Range 10.50 - 12.26 | Updated Date 04/1/2025 |
52 Weeks Range 10.50 - 12.26 | Updated Date 04/1/2025 |
Upturn AI SWOT
Litman Gregory Funds Trust
ETF Overview
Overview
Litman Gregory Funds Trust is a suite of ETFs designed for diversified, multi-manager investment strategies, emphasizing active management and risk-adjusted returns across various asset classes.
Reputation and Reliability
Litman Gregory Asset Management is known for its independent research and focus on selecting top-tier investment managers.
Management Expertise
The management team possesses extensive experience in asset allocation, manager selection, and portfolio construction.
Investment Objective
Goal
To provide investors with long-term capital appreciation through a diversified portfolio of actively managed funds.
Investment Approach and Strategy
Strategy: The ETFs employ an actively managed, multi-manager approach, selecting external investment managers based on their expertise in specific asset classes.
Composition The ETFs hold a mix of stocks, bonds, and potentially other asset classes, depending on the specific fund within the trust.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- MOM
- QAI
- FTAG
- DFAS
- GTO
Competitive Landscape
The competitive landscape is characterized by numerous ETFs offering diversified or multi-manager investment strategies. Litman Gregory differentiates itself through its rigorous manager selection process and focus on risk-adjusted returns, although limited public data makes it difficult to assess market share. Advantages includes their active approach and disadvantages can be their higher expense ratios associated with active management.
Financial Performance
Historical Performance: Historical performance data requires specific ticker symbols for individual funds within the trust. Actual performance varies significantly among funds.
Benchmark Comparison: Benchmark comparison depends on the specific asset allocation and investment strategy of each fund within the trust. Data unavailable.
Expense Ratio: Expense ratio varies depending on the specific fund within the trust. Data unavailable.
Liquidity
Average Trading Volume
The average trading volume varies depending on the specific fund within the trust, influencing ease of buying and selling shares. Data unavailable.
Bid-Ask Spread
The bid-ask spread also varies depending on the fund; a narrower spread indicates lower trading costs and higher liquidity. Data unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and market volatility influence fund performance based on their asset allocation. Active funds benefit from manager expertise in navigating market conditions.
Growth Trajectory
Growth trends depend on market performance, asset allocation decisions, and the performance of the underlying investment managers. Data unavailable.
Moat and Competitive Advantages
Competitive Edge
Litman Gregory Funds Trust's competitive edge lies in its unique multi-manager approach, combining specialized expertise from various investment firms. The trust aims to deliver superior risk-adjusted returns through rigorous manager selection and monitoring. This active management strategy provides flexibility to adapt to changing market conditions. Their commitment to independent research and manager due diligence further strengthens their value proposition. These advantages are suitable for investors who seek high-quality active management.
Risk Analysis
Volatility
Volatility depends on the asset allocation and investment strategy of each fund within the trust. Data unavailable.
Market Risk
Market risks are inherent to the underlying assets, including equity market risk, interest rate risk (for bonds), and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through a diversified, actively managed portfolio, and who is comfortable with potentially higher fees.
Market Risk
The ETF may be more suitable for long-term investors who value active management and are willing to pay a premium for potentially better risk-adjusted returns than passive index funds.
Summary
Litman Gregory Funds Trust offers a range of actively managed ETFs employing a multi-manager approach to diversify investments and manage risk. Their focus on rigorous manager selection and monitoring aims to deliver superior risk-adjusted returns. While offering the potential for outperformance, investors should consider the higher expense ratios associated with active management. The suitability of these ETFs depends on individual investor goals, risk tolerance, and investment time horizon. Lack of publicly available specific data hinders a definitive analysis.
Similar Companies
DFAS
Dimensional U.S. Small Cap ETF
DFAS
Dimensional U.S. Small Cap ETF
FTAG
First Trust Indxx Global Agriculture ETF
FTAG
First Trust Indxx Global Agriculture ETF
GTO
Invesco Total Return Bond ETF
GTO
Invesco Total Return Bond ETF
QAI
IQ Hedge Multi-Strategy Tracker ETF
QAI
IQ Hedge Multi-Strategy Tracker ETF
Sources and Disclaimers
Data Sources:
- Litman Gregory Asset Management Website
- Various ETF Screener Tools
Disclaimers:
Data may be incomplete or estimated due to limited public information. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Litman Gregory Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.
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