OASC
OneAscent Enhanced Small and Mid Cap ETF
📎 Investment Objective
The OneAscent Small Cap Core ETF (OASC) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P SmallCap 600 Index.
Overview
ETF tracking OneAscent Enhanced Small and Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The OneAscent Small Cap Core ETF (OASC) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P SmallCap 600 Index.
🎯 Investment Strategy
The ETF invests primarily in a representative sample of the securities included in the S&P SmallCap 600 Index, which is designed to measure the performance of the small-capitalization segment of the U.S. equity market. The fund may invest in securities not included in the index, but which the fund's investment adviser believes will help the fund track the index.
✨ Key Features
- Provides exposure to small-cap U.S. equities
- Seeks to track the performance of the S&P SmallCap 600 Index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the fund's investments may decline due to general market conditions
- Small-cap risk: Smaller companies may have less liquidity and greater price volatility than larger companies
- Tracking error risk: The fund may not perfectly track the performance of its underlying index
- Limited performance history: With less than a year of returns, the fund's long-term performance is uncertain
👤 Best For
The OneAscent Small Cap Core ETF may be suitable for investors seeking broad exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio. Investors should have a long-term investment horizon and be willing to accept the higher volatility and risk associated with small-cap stocks.