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 $46.3M in net assets. LOTI expense ratio is 1.01%, holding 35 positions across sectors including Unknown, Financials, Health Care. Inception date: 2025-09-30.
LOTI performance shows a YTD return of 4.38%.. LOTI dividend yield stands at 1.59%, paid monthly.
LOTI top holdings include Jpmorgan Income Etf (7.7%), Eaton Vance Short Duration Income Etf (6.7%), Tcw Flexible Income Etf (6.7%), Pimco Multisector Bond Active Etf (6.7%), Vanguard Mortgage-backed Securities ETF (5.8%). View all LOTI holdings, sector breakdown, or dividend history.
LOTI can be compared against other funds using the overlap calculator or side-by-side comparison tool. LOTI alternatives are available via the screener, along with tax-loss harvesting opportunities.