- What does LCTO invest in?
- LCTO seeks to outperform the S&P 500 Index by investing in derivatives, such as options, futures, and swaps, that reference US large-cap ETFs. The strategy provides such exposure with less capital than holding the equities directly. As such, the fund seeks a high level of risk-adjusted after-tax income through fixed-income securities, with the adviser evaluating and actively trading debt securities based on their estimated after-tax income potential. Fixed-income securities primarily include municipal bonds and municipal bond ETFs issued by public or private entities. The fund may also invest in foreign fixed-income securities, with emerging market exposure capped at 10% of total assets. Up to 20% of the debt securities may be rated below investment grade. Holdings may include common stocks.
- What is the expense ratio of LCTO?
- Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF (LCTO) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LCTO?
- Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF (LCTO) manages $495,436 in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is LCTO actively managed or an index fund?
- LCTO is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (LCTO's is 1.00%) because there's no security selection cost.
- When was LCTO launched?
- Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF (LCTO) launched in July 2026 and is managed by Kurv.
- How has LCTO performed?
- LCTO's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
