OALC

OneAscent Large Cap Core ETF

$35.01
+0.00%
Market closed. Last update: 10:52 PM ET

📎 Investment Objective

The OneAscent Large Cap Core ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Index.

Overview

ETF tracking OneAscent Large Cap Core ETF

Category Large Cap
Issuer Other
Inception Date 2021-11-16
Market Cap $169.8M
Average Volume N/A
Dividend Yield 0.59%
52-Week Range $25.73 - $35.84
VWAP $35.00

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The OneAscent Large Cap Core ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Index.

🎯 Investment Strategy

The ETF invests primarily in large-capitalization U.S. companies that are included in the S&P 500 Index. The fund's portfolio is designed to provide broad exposure to the large-cap segment of the U.S. equity market.

✨ Key Features

  • Seeks to track the performance of the S&P 500 Index
  • Invests in large-cap U.S. stocks
  • Passively managed, index-based approach
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's investments may decline due to general market conditions or other factors
  • Tracking error risk: The fund may not perfectly track the performance of the underlying index
  • Concentration risk: The fund's performance may be more volatile due to its focus on large-cap stocks
  • Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price

👤 Best For

The OneAscent Large Cap Core ETF may be suitable for long-term investors seeking broad exposure to the large-cap segment of the U.S. equity market. It can be used as a core holding in a diversified portfolio or as a low-cost way to gain exposure to the S&P 500 Index.