OneAscent Large Cap Core ETFOALC
OALC
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
300% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
66% more capital invested
Capital invested by funds: $109M [Q3] → $181M (+$71.9M) [Q4]
54.86% more ownership
Funds ownership: 92.07% [Q3] → 146.93% (+54.86%) [Q4]
23% more funds holding
Funds holding: 13 [Q3] → 16 (+3) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for OALC.
Financial journalist opinion
Positive
Seeking Alpha
6 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
10 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
10 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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