Litman Gregory Funds Trust iMGP RBA Responsible Global Allocation ETF

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Key stats

Assets under management (AUM)
‪6.86 M‬USD
Fund flows (1Y)
‪−2.09 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.3%

About Litman Gregory Funds Trust iMGP RBA Responsible Global Allocation ETF

Issuer
Eurazeo SA
Brand
iM
Expense ratio
0.69%
Home page
Inception date
Jan 31, 2022
Index tracked
No Underlying Index
Management style
Active
ISIN
US53700T7937
The security is being delisted. The last day of trading on an exchange is April 12, 2024. IRBA uses a multi-strategy go-anywhere approach to asset allocation. The fund invests broadly across various country/regions, sectors, styles, and asset classes which include equities, fixed income, real estate, commodities, currencies, and cash. The fund is actively managed, utilizing between 5-30 ETPs to implement the investment strategy. All underlying ETPs must incorporate ESG factors into their investment process. To determine the asset allocation mix, the funds advisor uses macro driven, top-down assessments of the various asset classes. Over a 10-year period, the portfolio expects to target an allocation of 65% to equities and 35% to fixed income. However there is no requirement for the fund to be managed within this target allocation. Actual portfolio exposure will vary widely within the ranges of 50-80% to equities, 20-50% to fixed income, 0-20% to commodities and/or currencies, and 0-30% to cash, depending on the advisors assessment of market conditions.

Classification

Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Capital appreciation
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.62%
Cash0.38%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy