Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
10,000+ US Securities
Unlisted Companies not available on US Stock Exchanges
Professionally managed portfolios, designed by Vested’s research team
Get exposure to 50+ countries via global funds managed by the world’s top fund managers
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Connect with investors, share insights, and grow together.
Stay up to date on latest investing trends and other announcements
Explore our range of financial tools to streamline your investment planning.
Read about our journey and get to know the leadership team at Vested
The fund is an actively managed ETF that, under normal market conditions, invests, directly or indirectly, in a non-diversified portfolio of equity securities and fixed income ETF securities. The fund utilizes a balanced strategy in that the fund is generally invested in both equity and fixed income securities. The Adviser will adjust the allocation between equity and fixed income securities based upon market conditions, and generally targets, to be invested between 35% to 65% in equity securities and 35% to 65% in fixed income securities. more
| Time Frame | LOTI | S&P500 |
|---|---|---|
| 1-Week Return | -0.7% | -0.02% |
| 1-Month Return | -0.85% | 0.31% |
| 3-Month Return | -0.75% | 2.44% |
| 6-Month Return | -0.53% | 10.84% |
| Time Frame | LOTI | S&P500 |
|---|---|---|
| 1-Week Return | -30.67% | -1.04% |
| 1-Month Return | -9.86% | 3.84% |
| 3-Month Return | -3.01% | 10.27% |
| 6-Month Return | -1.07% | 23.21% |
| Stock name | Ticker | Weight |
|---|---|---|
J.P. Morgan Exchange-Traded Fund Trust | JPIE | 7.93% |
PIMCO ETF Trust | PYLD | 6.94% |
Vanguard Mortgage-Backed Securities Index Fund ETF Shares | VMBS | 5.97% |
iShares Trust - iShares Core U.S. Aggregate Bond ETF | AGG | 5.93% |
Vanguard Long-Term Corporate Bond Index Fund ETF Shares | VCLT | 4.86% |
Hartford Sustainable Income ETF | HSUN | 3% |
Eli Lilly and Company | LLY | 2.98% |
Cardinal Health Inc | CAH | 2.7% |
Johnson & Johnson | JNJ | 2.29% |
Chubb Ltd | CB | 2.23% |
| Sector | Weight |
|---|---|
|
Consumer staples | 25.73% |
|
Health care | 24.16% |
|
Utilities | 15.40% |
|
Industrials | 7.73% |
|
Communication services | 7.20% |
|
All Others | 19.78% |
Liberty One Tactical Income ETF (LOTI) share price today is $25.064.
Yes, Indians can buy shares of Liberty One Tactical Income ETF (LOTI) on Vested. To buy LOTI from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Liberty One Tactical Income ETF (LOTI) on Vested. You can start investing in Liberty One Tactical Income ETF (LOTI) with a minimum investment of $1.
The 52-week high price of Liberty One Tactical Income ETF (LOTI) is $25.67. The 52-week low price of Liberty One Tactical Income ETF (LOTI) is $24.96.
The stock symbol (or ticker) of Liberty One Tactical Income ETF is LOTI.
Yes, you can setup SIP in Liberty One Tactical Income ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of LOTI on the Vested app.
The expense ratio of Liberty One Tactical Income ETF (LOTI) is .
Link copied