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 | -0.24% | 0.01% |
| 1-Month Return | 1.21% | 3.54% |
| 3-Month Return | 1.24% | 10.58% |
| 6-Month Return | 4.13% | 8.03% |
| 1-Year Return | 3.87% | 20.06% |
| Stock name | Ticker | Weight |
|---|---|---|
JPMorgan Income ETF USD Class
|
JPIE |
7.55%
|
Eaton Vance Short Duration Income ETF USD Class
|
EVSD |
6.61%
|
PIMCO Multisector Bond Active ETF
|
PYLD |
6.57%
|
TCW Flexible Income ETF USD Class
|
FLXR |
6.55%
|
Vanguard Mortgage-Backed Securities ETF
|
VMBS |
5.68%
|
iShares Core U.S. Aggregate Bond ETF
|
AGG |
5.61%
|
Vanguard Long-Term Corporate Bond ETF USD Class
|
VCLT |
4.51%
|
Eli Lilly & Company
|
LLY |
3.17%
|
Cardinal Health, Inc.
|
CAH |
2.97%
|
Hartford Strategic Income ETF USD Class
|
HSUN |
2.83%
|
Johnson & Johnson
|
JNJ |
2.74%
|
UnitedHealth Group, Inc.
|
UNH |
2.43%
|
Coca-Cola Company (The)
|
KO |
2.42%
|
Chubb Ltd.
|
CB |
2.39%
|
Entergy Corporation
|
ETR |
2.37%
|
Broadcom, Inc.
|
AVGO |
2.34%
|
Gilead Sciences, Inc.
|
GILD |
2.23%
|
Alliant Energy Corporation
|
LNT |
2.21%
|
WW Grainger, Inc.
|
GWW |
2.19%
|
Alphabet, Inc.
|
GOOG |
2.13%
|
Agree Realty Corporation
|
ADC |
2.11%
|
Waste Management, Inc.
|
WM |
2.05%
|
Southern Company (The)
|
SO |
1.97%
|
Duke Energy Corporation
|
DUK |
1.96%
|
Visa, Inc.
|
V |
1.87%
|
Procter & Gamble Company (The)
|
PG |
1.85%
|
Republic Services, Inc.
|
RSG |
1.84%
|
Northrop Grumman Corporation
|
NOC |
1.81%
|
McDonald's Corporation
|
MCD |
1.78%
|
Motorola Solutions, Inc.
|
MSI |
1.77%
|
Kroger Company (The)
|
KR |
1.75%
|
Microsoft Corporation
|
MSFT |
1.47%
|
AT&T, Inc.
|
T |
1.44%
|
First American Treasury Obligations Fund Class X
|
First.American.Treasury.Obligations.Fund.Class.X |
1.07%
|
Receivables/Payables
|
Receivables.Payables |
-0.23%
|
| Sector | Weight |
|---|---|
|
Health care
|
24.78% |
|
Utilities
|
15.94% |
|
Industrials
|
14.64% |
|
Consumer staples
|
11.81% |
|
Information Technology
|
10.48% |
|
All Others
|
22.34% |
Liberty One Tactical Income ETF (LOTI) share price today is $26.2275.
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 $26.49. The 52-week low price of Liberty One Tactical Income ETF (LOTI) is $24.67.
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 .
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