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OALC
+1.92 · +5.64%
$35.93 · NYSE ARCA

Unified Series Trust (OALC) ETF Analysis | Large Blend

OneAscent Investment ETF · USA
AUM:$201.7M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.86% — above average for this category.

What is OALC?

Under normal circumstances,the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OALC delivered 19.8% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.86% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 31.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$201.7M
Expense Ratio0.86%
Dividend Yield0.60%
Holdings50
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderOneAscent Investment ETF
Beta0.95
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.4%
1Y
+24.0%
3Y
+83.2%
5Y
+71.3%
OpenBook InsightIf you had invested £10,000 in OALC 5 years ago, it would have grown to £17,133 — a gain of £7,133.

Annual Returns

Calendar year performance

OALC delivered positive returns in 4 of the last 5 calendar years.
YearOALC
2026 YTD+17.8%
2025+20.3%
2024+20.6%
2023+22.3%
2022-17.6%
CAGR 4yr+10.0%
4/5 positive yearsAvg return: +12.7%Worst year: -17.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.4%
Low
Momentum
+5.5%
30-day change
Support Level
41.25
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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