- What are the top holdings of LCTO?
- A machine-readable holdings disclosure for Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF (LCTO) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does LCTO invest in?
- Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF (LCTO) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LCTO most exposed to?
- LCTO's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LCTO a US-only fund?
- The country allocation card on this page shows LCTO's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- 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.
