# EDGAR Filing Document

**Accession Number:** 0001020425
**File Stem:** 0001193125-25-337311
**Filing Date:** 2025-12
**Character Count:** 5907
**Document Hash:** fe29d62b2c7c0a65294f55151e43dcfb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-337311.hdr.sgml**: 20251231

**ACCESSION NUMBER**: 0001193125-25-337311

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251231

**DATE AS OF CHANGE**: 20251230

**EFFECTIVENESS DATE**: 20251231

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LITMAN GREGORY FUNDS TRUST
- **CENTRAL INDEX KEY:** 0001020425

**ORGANIZATION NAME:**
- **EIN:** 931215604
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-10015
- **FILM NUMBER:** 251615265

**BUSINESS ADDRESS:**
- **STREET 1:** 1676 N. CALIFORNIA BLVD.
- **STREET 2:** SUITE 500
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94596
- **BUSINESS PHONE:** (925) 254-8999

**MAIL ADDRESS:**
- **STREET 1:** 1676 N. CALIFORNIA BLVD.
- **STREET 2:** SUITE 500
- **CITY:** WALNUT CREEK
- **STATE:** CA
- **ZIP:** 94596

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASTERS SELECT FUNDS TRUST
- **DATE OF NAME CHANGE:** 19980807

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASTERS SELECT INVESTMENT TRUST
- **DATE OF NAME CHANGE:** 19961226

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MASTERS SELECT EQUITY FUND
- **DATE OF NAME CHANGE:** 19961213

## Series and Classes Contracts Data

### iMGP Global Select Fund (Series ID: S000005593)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | MSEFX         | C000015260 |

---

### iMGP International Fund (Series ID: S000005594)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | MSILX         | C000015261 |

---

### iMGP High Income Fund (Series ID: S000057610)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | MAHIX         | C000183970 |

---

### iMGP SMALL COMPANY FUND (Series ID: S000068190)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | PFSVX         | C000218348 |

---

### iMGP Berkshire Dividend Growth ETF (Series ID: S000080576)

---

|  |  |  |
|:---|:---|:---|
| Class Name                         | Ticker Symbol | Class ID   |
| iMGP Berkshire Dividend Growth ETF | BDVG          | C000243085 |

---

## Series and Classes Contracts Data

### iMGP Global Select Fund (Series ID: S000005593)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000015260 | Institutional Class | MSEFX           |

### iMGP International Fund (Series ID: S000005594)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000015261 | Institutional Class | MSILX           |

### iMGP High Income Fund (Series ID: S000057610)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000183970 | Institutional Class | MAHIX           |

### iMGP SMALL COMPANY FUND (Series ID: S000068190)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000218348 | Institutional Class | PFSVX           |

### iMGP Berkshire Dividend Growth ETF (Series ID: S000080576)

| Class ID   | Class Name                         | Ticker Symbol   |
|:---|:---|:---|
| C000243085 | iMGP Berkshire Dividend Growth ETF | BDVG            |

**LITMAN GREGORY FUNDS TRUST** 

**(the "Trust")** 

**iMGP Berkshire Dividend Growth ETF (the "Fund")** 

**Supplement dated December 31, 2025 to the Statutory Prospectus and Statement of Additional Information** 

**("SAI") of the Litman Gregory Funds Trust, each dated April 29, 2025** 

**Notice to Existing and Prospective Shareholders:** 

**Effective December 31, 2025, Jack Chee and Kiko Vallarta are no longer Portfolio Managers of the iMGP Berkshire Dividend Growth ETF. All references to Mr. Chee and Mr. Vallarta with respect to the Fund are hereby removed from the Statutory Prospectus and SAI. The Fund continues to be managed by iM Global Partner Fund Management, LLC and sub-advised by Berkshire Asset Management, LLC ("Berkshire"). Kenneth Krogulski, CFA, Gerard Mihalick, CFA and Michael Weaver, CFA of Berkshire will continue to serve as portfolio managers of the Fund.** 

**Effective January 1, 2026, Julie Allecta is no longer a Trustee of the Trust. All references to Ms. Allecta are hereby removed from the SAI.** 

**Also effective January 1, 2026, Jack Chee and Jason Steuerwalt are no longer Assistant Secretaries of the Trust.** 

***Please keep this Supplement with your Statutory Prospectus and Statement of Additional Information.***

------

**LITMAN GREGORY FUNDS TRUST** 

**(the "Trust")** 

**Supplement dated December 31, 2025 to the Statutory Prospectus and Statement of Additional Information** 

**(the "SAI") of the Litman Gregory Funds Trust (the "Trust"), each dated April 29, 2025, as revised and** 

**supplemented** 

**Notice to Existing and Prospective Shareholders:** 

**Effective December 31, 2025, Jack Chee is no longer a Portfolio Manager of the iMGP Global Select Fund, the iMGP International Fund, the iMGP Low Duration Income Fund and the iMGP Small Company Fund. Also effective December 31, 2025, Jason Steuerwalt is no longer a Portfolio Manager of the iMGP Low Duration Income Fund. All references to Mr. Chee and Mr. Steuerwalt with respect to the Trust are hereby removed from the Statutory Prospectus and the SAI. Each Fund continues to be managed by iM Global Partner Fund Management, LLC and its respective sub-advisers.** 

**Effective January 1, 2026, Julie Allecta is no longer a Trustee of the Trust. All references to Ms. Allecta are hereby removed from the SAI.** 

**Also effective January 1, 2026, Jack Chee and Jason Steuerwalt are no longer Assistant Secretaries of the Trust.** 

***Please keep this Supplement with your Statutory Prospectus and SAI.***