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 $46.9M 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 5.19%.. LOTI dividend yield stands at 1.95%, paid monthly.
LOTI top holdings include Jpmorgan Income Etf (7.6%), Eaton Vance Short Duration Income Etf (6.7%), Tcw Flexible Income Etf (6.5%), Pimco Multisector Bond Active Etf (6.5%), 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.