OneAscent Large Cap Core ETFOALC
OALC
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
9% more funds holding
Funds holding: 11 [Q2] → 12 (+1) [Q3]
35% less capital invested
Capital invested by funds: $167M [Q2] → $109M (-$58.1M) [Q3]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
56.44% less ownership
Funds ownership: 148.48% [Q2] → 92.04% (-56.44%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for OALC.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
OALC: Christian-Values ETF With High Fees But Solid Fundamentals
OALC is a Christian faith-based alternative to S&P 500 Index funds and has excellent fundamentals. This analysis evaluated its diversification, risk, growth, value, and quality features compared to its peers. Unlike CATH, a more established ETF for Catholic investors, OALC is materially different from the S&P 500 Index. In particular, it avoids Apple, Meta Platforms, and UnitedHealth Group. OALC is a good single-solution ETF, but its expense ratio will eventually become burdensome. Currently, it's 0.49%, but that includes a 0.37% fee waiver set to expire in December 2025.
Neutral
PRNewsWire
6 months ago
OneAscent Launches Small Cap ETF, Bolstering its Suite of Values-Aligned, Index-Based Solutions
BIRMINGHAM, Ala. , June 13, 2024 /PRNewswire/ -- OneAscent Investment Solutions is proud to announce the latest addition to its suite of values-aligned investment offerings: the OneAscent Small Cap Core ETF (NYSE: OASC).
Positive
ETF Trends
6 months ago
OneAscent Debuts Value-Screened Core Small-Cap ETF
On Thursday, OneAscent bolstered its lineup of core ETFs with the debut of the OneAscent Small Cap Core ETF (OASC). OASC has a net expense ratio of 0.64%.
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