MSENX : Litman Gregory Masters Equity Fund Investor Class

Fund Summary

The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests primarily in the securities of large-, mid- and small-sized U.S. companies, although the managers also have flexibility to invest in the securities of foreign companies (up to 50% of the fund's net assets may be invested in foreign equity securities, which may include emerging markets).