Liberty One Opportunity (S:0P0001LUGH)
19.56
+1.00
(+5.37%)
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 12, 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 |
|---|---|---|---|
| Palantir Technologies, Inc. | 5.00% | 179.57 | 1.17% |
| CrowdStrike Holdings, Inc. | 5.00% | 464.15 | -1.37% |
| Advanced Micro Devices, Inc. | 4.00% | 208.54 | 2.64% |
| Nebius Group NV | 4.00% | 103.27 | 5.45% |
| Lantheus Holdings, Inc. | 3.00% | 65.89 | -2.47% |
| SouthState Bank Corp. | 3.00% | 97.05 | -0.66% |
| lululemon athletica, Inc. | 3.00% | 206.49 | 1.27% |
| Microsoft Corp. | 3.00% | 479.15 | -0.03% |
| Nucor Corp. | 3.00% | 165.85 | 1.27% |
| Roblox Corp. | 3.00% | 74.99 | 2.35% |
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 | -- |