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OneAscent Large Cap Core ETF OALC

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.

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

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings OALC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.42 8.3 Mil
Technology

NVIDIA Corp

6.55 7.4 Mil
Technology

Amazon.com Inc

3.73 4.2 Mil
Consumer Cyclical

Alphabet Inc Class A

2.25 2.5 Mil
Communication Services

Alphabet Inc Class C

2.17 2.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.91 2.1 Mil
Financial Services

Broadcom Inc

1.76 2.0 Mil
Technology

JPMorgan Chase & Co

1.67 1.9 Mil
Financial Services

Tesla Inc

1.60 1.8 Mil
Consumer Cyclical

Visa Inc Class A

1.48 1.7 Mil
Financial Services