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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

OneAscent Large Cap Core ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings OALC

More OALC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.65 19M
Technology

Microsoft Corp

4.50 11M
Technology

Amazon.com Inc

3.87 9M
Consumer Cyclical

Alphabet Inc Class A

3.33 8M
Communication Services

Alphabet Inc Class C

2.73 7M
Communication Services

Broadcom Inc

2.68 7M
Technology

Micron Technology Inc

2.25 6M
Technology

Cisco Systems Inc

2.10 5M
Technology

JPMorgan Chase & Co

1.70 4M
Financial Services

Eli Lilly and Co

1.67 4M
Healthcare

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