Moderate Allocation · Liberty One Investment Management · NASDAQ
Moderate AllocationETF
Liberty One Tactical Income ETF (LOTI) is an exchange-traded fund in the Moderate Allocation category. It has $45.80M in assets and an expense ratio of 1.01%. 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 securit…
Assets under management
$45.80M
Expense ratio
1.01%
Category
Moderate Allocation
Dividend yield
—
NAV
$26.08
Fund family
Liberty One Investment Management
Exchange
NASDAQ
Top holdings
The largest positions Liberty One Tactical Income ETF reports, by weight.