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OASC
+2.37 · +8.45%
$30.40 · NYSE ARCA

OneAscent Small Cap Core ETF (OASC) ETF Analysis | Small Blend

OneAscent Investment ETF · USA
AUM:$72.9M
#– of – in Small 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 16.8% over the past year, showing positive momentum.

What is OASC?

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 Small and Mid-Cap Companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OASC delivered 16.8% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 17.0% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.52% — modest income alongside capital growth potential.
ETF Information
AUM$72.9M
Expense Ratio0.00%
Dividend Yield0.52%
Holdings49
Inception DateJun 2024
Domicile–
Distribution–
Index–
ProviderOneAscent Investment ETF
Beta–
CategorySmall Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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

Performance Metrics

Historical returns

6M
+12.5%
1Y
+21.8%
3Y
+41.3%
5Y
+41.3%
OpenBook InsightIf you had invested £10,000 in OASC 5 years ago, it would have grown to £14,132 — a gain of £4,132.

Annual Returns

Calendar year performance

OASC delivered positive returns in 3 of the last 3 calendar years.
YearOASC
2026 YTD+17.1%
2025+9.3%
2024+10.3%
CAGR 2yr+9.8%
3/3 positive yearsAvg return: +12.3%Worst year: +9.3% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
16.2%
Low
Momentum
+1.1%
30-day change
Support Level
34.51
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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