LOTI ETF
Liberty One Tactical Income ETF
LOTI ETF Overview
LOTI ETF (Liberty One Tactical Income ETF) is managed by Liberty One Investment Management, LLC with $47.9M in net assets. LOTI expense ratio is 1.01%, holding 68 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2025-09-30.
LOTI performance shows a YTD return of 1.44%. The 1-year return is 2.10%. LOTI dividend yield stands at 2.14%, paid monthly.
LOTI top holdings include Jpmorgan Income Etf (7.7%), Eaton Vance Short Duration Income Etf (6.8%), Tcw Flexible Income Etf (6.6%), Pimco Multisector Bond Active Etf (6.6%), Vanguard Mortgage-backed Securities ETF (5.6%). Go to all LOTI holdings, LOTI sectors, or LOTI dividends.
LOTI can be compared against other funds. Use LOTI overlap to find shared positions, or LOTI vs another fund for a side-by-side view. LOTI alternatives are available via the screener, along with tax-loss harvesting opportunities.