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OALC Stock Price, Chart, Stats & News
Unified Series Trust
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Large Blend
Category
0.53%
Dividend yield
$0.2152
0.58%
Expense ratio
239.73M
Assets
28.74%
1Y return
OALC chart
1M
3M
1Y
5Y
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OALC returns
| YTD | 13.67% |
| 1Y | 28.74% |
| 3Y | 22.44% |
| 5Y | 0.00% |
| 10Y | 0.00% |
| 1Y volatility | 14.54% |
| 3Y volatility | 13.51% |
| Sharpe ratio | 1.36 |
About
The OneAscent Large Cap Core ETF (OALC) is designed to deliver long-term capital growth for investors. It achieves this by constructing a portfolio comprising a wide range of prominent U. S. corporations, broadly mirroring the companies found within the S&P 500 index, but only after each investment has successfully passed through the distinctive OneAscent Elevate screening methodology.
Top 10 OALC holdings
| Holding | Ownership |
|---|---|
Technology 8.49% | |
Technology 7.62% | |
Consumer Cyclical 4.17% | |
Technology 2.85% | |
Communication Services 2.29% | |
Communication Services 2.13% | |
Financial Services 1.84% | |
Technology 1.55% | |
Financial Services 1.42% | |
Consumer Defensive 1.41% |
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