MAHIX PartnerSelect High Income Alternative Fund Institutional Class

This is an open ended mutual fund. The investment seeks to generate a high level of current income from diverse sources, consistent with the goal of capital preservation over time; capital appreciation is a secondary objective. The fund's strategy is to engage several established investment managers as sub-advisors (each a "sub-advisor" or "manager") to offer investors a mix of strategies that Litman Gregory believes offer risk-return characteristics that are attractive individually and even more compelling collectively. Under normal market conditions, the managers do not expect to invest more than 25% of the fund's total assets in emerging market securities.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Litman Gregory Funds Trust
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Allocation--50% to 70% Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     09/28/2018
Market cap:     $92,510,000
Current yield:     3.55%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  53700T876
ISIN:    US53700T8760
Investment style: Actively managed

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