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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 People and Process 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.42 7.4 Mil
Technology

NVIDIA Corp

4.73 4.7 Mil
Technology

Amazon.com Inc

3.99 4.0 Mil
Consumer Cyclical

Alphabet Inc Class A

2.42 2.4 Mil
Communication Services

Alphabet Inc Class C

2.09 2.1 Mil
Communication Services

Sempra

1.92 1.9 Mil
Utilities

Berkshire Hathaway Inc Class B

1.91 1.9 Mil
Financial Services

Broadcom Inc

1.86 1.9 Mil
Technology

Abbott Laboratories

1.81 1.8 Mil
Healthcare

Cisco Systems Inc

1.80 1.8 Mil
Technology