Masters Select Funds

The advisory functions for the Masters' Select Funds are allocated for the Litman/Gregory Fund Advisors, LLC. The basic criteria which the company follows when it comes to selecting an investment include:

• Above-average intermediate and long-term performance as compared to a corresponding peer group and benchmark.
• Disciplined and well-defined investment process
• The ability to act independently
• Passionate stock picking
• Concentration on stock-picking and portfolio management.

Among the mutual funds offered by the Masters' Select Funds are:

• Masters' Select Equity
• Masters' Select International
• Masters' Select Value
• Masters' Select Smaller Companies

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