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Morningstar

OneAscent Large Cap Core ETF OALC

Morningstar Medalist Rating
Medalist Rating as of | See OneAscent Investment Hub

Morningstar’s Analysis OALC

Will OALC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OALC’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OALC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OALC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in OneAscent Large Cap Core ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OALC

More OALC Holdings
  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

10.03
3,722,744
Cash and Equivalents

Molina Healthcare Inc

4.32
1,603,382
Healthcare

Cisco Systems Inc

3.85
1,429,210
Technology

Adobe Inc

3.70
1,373,671
Technology

WR Berkley Corp

3.65
1,352,654
Financial Services

Chubb Ltd

3.56
1,320,069
Financial Services

Bunge Ltd

3.55
1,318,485
Consumer Defensive

Abbott Laboratories

3.53
1,309,896
Healthcare

Gartner Inc

3.43
1,274,449
Technology

Hologic Inc

3.35
1,244,273
Healthcare