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 December 27, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Mondelez International, Inc. | 4.00% | 54.64 | 0.04% |
| Johnson & Johnson | 4.00% | 207.63 | -0.07% |
| Casey's General Stores, Inc. | 4.00% | 568.80 | 0.17% |
| UnitedHealth Group, Inc. | 4.00% | 331.83 | 1.30% |
| McDonald's Corp. | 4.00% | 310.68 | -0.85% |
| McKesson Corp. | 4.00% | 828.26 | 0.22% |
| The Southern Co. | 4.00% | 87.17 | 0.00% |
| Waste Management, Inc. | 4.00% | 221.10 | -0.12% |
| Sysco Corp. | 4.00% | 74.23 | -0.03% |
| AT&T, Inc. | 4.00% | 24.65 | -0.04% |
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 | -- |