# EDGAR Filing Document

**Accession Number:** 0001020425
**File Stem:** 0001193125-26-103454
**Filing Date:** 2026-3
**Character Count:** 2486
**Document Hash:** 29f09fd75b43163180030ebe1d4bd70c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-103454.hdr.sgml**: 20260312

**ACCESSION NUMBER**: 0001193125-26-103454

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260312

**DATE AS OF CHANGE**: 20260312

**EFFECTIVENESS DATE**: 20260312

**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:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-10015
- **FILM NUMBER:** 26746402

**BUSINESS ADDRESS:**
- **STREET 1:** 2301 ROSECRANS AVENUE
- **STREET 2:** SUITE 2150
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245
- **BUSINESS PHONE:** (925) 254-8999

**MAIL ADDRESS:**
- **STREET 1:** 2301 ROSECRANS AVENUE
- **STREET 2:** SUITE 2150
- **CITY:** EL SEGUNDO
- **STATE:** CA
- **ZIP:** 90245

**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 Dolan McEniry Core Plus Fund (Series ID: S000072812)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000229355 | Investor Class      | IDMAX           |
| C000229356 | Institutional Class | IDMIX           |

**LITMAN GREGORY FUNDS TRUST** 

**Supplement dated March 12, 2026 to the** 

**Prospectus, Summary Prospectus, and Statement of Additional Information** 

**of the Litman Gregory Funds Trust dated April 29, 2025, as supplemented** 

**Notice to Existing and Prospective Shareholders of the iMGP Dolan McEniry Corporate Bond Fund (the "Fund"):** 

**Effective March 12, 2026, the name of the Fund will change to the iMGP Dolan McEniry Core Plus Fund. The Fund's investment objective and its principal investment strategies will remain the same. The Fund will continue to invest at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in corporate bonds. iM Global Partner Fund Management, LLC will continue to serve as the Fund's investment advisor.** 

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