LIOTX Mutual Fund
LIOTX Mutual Fund
NAV$10.18
AUM$2M
TER3.23%
Holdings3
See how much of LIOTX you already own
LIOTX Mutual Fund
NAV$10.18
Issachar Fund
AUM$2M
TER3.23%
Holdings3
See how much of LIOTX you already own
See how much of LIOTX you already own
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LIOTX Mutual Fund Overview
LIOTX Mutual Fund (Issachar Fund) is managed by Issachar Fund with $2.3M in net assets. LIOTX expense ratio is 3.23%, holding 3 positions across various sectors. Inception date: 2021-02-22.
LIOTX performance shows a YTD return of 4.97%. The 1-year return is 7.48%.
LIOTX top holdings include a diversified portfolio. Go to all LIOTX holdings, LIOTX sectors, or LIOTX dividends.
LIOTX can be compared against other funds. Use LIOTX overlap to find shared positions, or LIOTX vs another fund for a side-by-side view. LIOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.