OneAscent Large Cap Core ETF (OALC)
ARCA ARCA Primary Summary
OALC Chart
OALC: Christian-Values ETF With High Fees But Solid Fundamentals
OALC is a Christian faith-based alternative to S&P 500 Index funds and has excellent fundamentals. This analysis evaluated its diversification, risk, growth, value, and quality features compared to its peers. Unlike CATH, a more established ETF for Catholic investors, OALC is materially different from the S&P 500 Index. In particular, it avoids Apple, Meta Platforms, and UnitedHealth Group. OALC is a good single-solution ETF, but its expense ratio will eventually become burdensome. Currently, it's 0.49%, but that includes a 0.37% fee waiver set to expire in December 2025.
OneAscent Large Cap Core ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 117,615 | $3.49M | $4.83M | $1.34M | 38.4% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,188 | $284,851.74 | $336,117.4 | $51,306.6 | 18.01% |
OneAscent Large Cap Core ETF (OALC) FAQ
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OneAscent Large Cap Core ETF Profile
| ARCA Exchange | US Country |
Overview
The fund, as described, dedicates a significant portion of its investments, at least 80%, into equity securities of Large Cap Companies, focusing primarily on shares of companies based in the United States. With an investment strategy aimed at mirroring the performance of the S&P 500 Index, it seeks to provide investors with a portfolio that reflects the market movements of some of the largest and most stable companies in the U.S. economy. The fund's approach involves leveraging borrowings for investment purposes to enhance its capacity to invest in these large-cap equities, which predominantly consist of common stocks.
Products and Services
The fund's investment portfolio is structured around two main components to meet its objective:
- Equity Securities of Large Cap Companies: The primary focus is on investing in common stocks of Large Cap Companies. These investments aim to offer stability and growth potential over the long term by tapping into the success of well-established firms within the U.S. marketplace.
- S&P 500 Index Tracking: The intention to closely track the S&P 500 Index guides the fund's investment decisions, aligning its holdings with the performance of this key benchmark. This strategy ensures that the fund's investments reflect the economic and market conditions of the broader U.S. equity market, providing a diversified exposure to potential investors.
