Liberty One Tactical Growth Solution (S:0P0001J2EY)
29.76
-0.27
(-0.88%)
USD |
Oct 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 01, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Mondelez International, Inc. | 4.00% | 53.83 | -1.79% |
| Johnson & Johnson | 4.00% | 206.95 | 0.02% |
| Casey's General Stores, Inc. | 4.00% | 552.71 | -1.58% |
| UnitedHealth Group, Inc. | 4.00% | 330.11 | -0.62% |
| McDonald's Corp. | 4.00% | 305.63 | -0.78% |
| McKesson Corp. | 4.00% | 820.29 | -0.85% |
| The Southern Co. | 4.00% | 87.20 | -0.42% |
| Waste Management, Inc. | 4.00% | 219.71 | -1.08% |
| Sysco Corp. | 4.00% | 73.69 | -0.69% |
| AT&T, Inc. | 4.00% | 24.84 | 0.12% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |