# EDGAR Filing Document

**Accession Number:** 0001020425
**File Stem:** 0001193125-23-022665
**Filing Date:** 2023-2
**Character Count:** 9181
**Document Hash:** 9a96c5551222d708c2298442236f5b6b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-23-022665.hdr.sgml**: 20230202

**ACCESSION NUMBER**: 0001193125-23-022665

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20230202

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230202

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LITMAN GREGORY FUNDS TRUST
- **CENTRAL INDEX KEY:** 0001020425
- **IRS NUMBER:** 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:** 23580537

**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 Alternative Strategies Fund (Series ID: S000033728)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | MASFX         | C000103965 |
| Investor Class      | MASNX         | C000103966 |

---

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

---

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

---

### iMGP SBH Focused Small Value Fund (Series ID: S000068190)

---

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

---

### iMGP Oldfield International Value Fund (Series ID: S000069933)

---

|  |  |  |
|:---|:---|:---|
| Class Name          | Ticker Symbol | Class ID   |
| Institutional Class | POIVX         | C000222757 |

---

### iMGP Dolan McEniry Corporate Bond Fund (Series ID: S000072812)

---

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

---

### iMGP DBi Managed Futures Strategy ETF (Series ID: S000072813)

---

|  |  |  |
|:---|:---|:---|
| Class Name                            | Ticker Symbol | Class ID   |
| iMGP DBi Managed Futures Strategy ETF | DBMF          | C000229357 |

---

### iMGP DBi Hedge Strategy ETF (Series ID: S000072814)

---

|  |  |  |
|:---|:---|:---|
| Class Name                  | Ticker Symbol | Class ID   |
| iMGP DBi Hedge Strategy ETF | DBEH          | C000229358 |

---

### iMGP RBA Responsible Global Allocation ETF (Series ID: S000075084)

---

|  |  |  |
|:---|:---|:---|
| Class Name                                 | Ticker Symbol | Class ID   |
| iMGP RBA Responsible Global Allocation ETF | IRBA          | C000233888 |

---

## 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 Alternative Strategies Fund (Series ID: S000033728)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000103965 | Institutional Class | MASFX           |
| C000103966 | Investor Class      | MASNX           |

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

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

### iMGP SBH Focused Small Value Fund (Series ID: S000068190)

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

### iMGP Oldfield International Value Fund (Series ID: S000069933)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000222757 | Institutional Class | POIVX           |

### iMGP Dolan McEniry Corporate Bond Fund (Series ID: S000072812)

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

### iMGP DBi Managed Futures Strategy ETF (Series ID: S000072813)

| Class ID   | Class Name                            | Ticker Symbol   |
|:---|:---|:---|
| C000229357 | iMGP DBi Managed Futures Strategy ETF | DBMF            |

### iMGP DBi Hedge Strategy ETF (Series ID: S000072814)

| Class ID   | Class Name                  | Ticker Symbol   |
|:---|:---|:---|
| C000229358 | iMGP DBi Hedge Strategy ETF | DBEH            |

### iMGP RBA Responsible Global Allocation ETF (Series ID: S000075084)

| Class ID   | Class Name                                 | Ticker Symbol   |
|:---|:---|:---|
| C000233888 | iMGP RBA Responsible Global Allocation ETF | IRBA            |

**LITMAN GREGORY FUNDS TRUST** 

**(the "Trust")** 

**Supplement dated February 2, 2023 to the** 

**Statements of Additional Information ("SAI")** 

**of the Litman Gregory Funds Trust dated April 29, 2022, as supplemented** 

**Notice to Existing and Prospective Shareholders:** 

**Effective January 27, 2023, Robert L. Oester no longer serves as Chief Compliance Officer of the Trust. John L. Coughlan, Treasurer of the Trust, replaced Mr. Oester as Chief Compliance Officer of the Trust. All references to Mr. Oester with respect to the Trust are hereby removed from the SAI.** 

*The following information replaces the table for Interested Trustees & Officers in the section entitled "Board of Trustees" in each Statement of Additional Information dated April 29, 2022:* 

**Interested Trustees & Officers** 

---

| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Name, Address and**<br> **Year Born** | **Position(s) <br>Held with the<br>Trust** | **Term of<br>Office <br>and Length<br>of <br>Time Served** | **Principal Occupation(s)<br>During Past Five Years** | **# of<br>Portfolios<br>in Fund <br>Complex<br>Overseen<br>by <br>Trustee** | **Other <br>Directorships<br>Held by <br>Trustee/**<br> **Officer During<br>Past Five <br>Years** |
| Jeremy L. DeGroot\*\*<br> 1676 N. California Blvd., Suite 500<br> Walnut Creek, CA 94596<br> (born 1963) | Chairman of the Board, Trustee and President | Open-ended term;<br> served as a Chairman since March 2017, Trustee since December 2008 and President since 2014 | Chief Investment Officer of Litman Gregory Wealth Management, LLC since 2008; and Co-Chief Investment Officer of Litman Gregory Wealth Management, LLC from 2003 to 2008. | 10 |  |
| Jeffrey K. Seeley\*\*<br> 1676 N. California Blvd., Suite 500<br> Walnut Creek, CA 94596<br> (born 1969) | Trustee and Secretary | Open-ended term; Trustee since May 2021 and Secretary since December 2021 | Deputy Chief Executive Officer, U.S. Chief Operating Officer and Head of Distribution, iM Global Partner US, LLC since 2018; Chief Compliance Officer of iM Global US Distributors, LLC since 2019; Head of Distribution Resource Securities from 2017-2018; and Head of Distribution and Sales, BP Capital Fund Advisors from 2015-2017. | 10 |  |

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| | | | | | |
|:---|:---|:---|:---|:---|:---|
| **Name, Address and**<br> **Year Born** | **Position(s)<br>Held with the<br>Trust** | **Term of<br>Office <br>and Length<br>of <br>Time Served** | **Principal Occupation(s)<br>During Past Five Years** | **# of<br>Portfolios<br>in Fund <br>Complex<br>Overseen<br>by <br>Trustee** | **Other <br>Directorships<br>Held by <br>Trustee/**<br> **Officer During<br>Past Five <br>Years** |
| John M. Coughlan<br> 1676 N. California Blvd., Suite 500<br> Walnut Creek, CA 94596<br> (born 1956) | Treasurer and Chief Compliance Officer | Open-ended term; served as Treasurer since inception, and as Chief Compliance Officer from September 2004 to April 2022 and from January 2023 to present. | Chief Operating Officer and Chief Compliance Officer of the Advisor since 2004. | N/A |  |

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\*\* Denotes Trustees who are "interested persons" of the Trust, as such term is defined under the 1940 Act, because of their relationship with the Advisor (the "Interested Trustees").

***Please keep this Supplement with your Statements of Additional Information.***