OneAscent Enhanced Small and Mid Cap 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.
OneAscent Enhanced Small and Mid Cap ETF OASC
Morningstar’s Analysis OASC
Will OASC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the OASC 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 OASC’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Us Dollars | 3.43 | 3M | Cash and Equivalents |
SanDisk Corp Ordinary Shares | 2.72 | 2M | Technology |
Clearway Energy Inc Class C | 1.94 | 2M | Utilities |
CNA Financial Corp | 1.71 | 1M | Financial Services |
Flex Ltd | 1.67 | 1M | Technology |
Howard Hughes Holdings Inc | 1.64 | 1M | Real Estate |
Ralph Lauren Corp Class A | 1.61 | 1M | Consumer Cyclical |
Affiliated Managers Group Inc | 1.60 | 1M | Financial Services |
Cincinnati Financial Corp | 1.59 | 1M | Financial Services |
Royalty Pharma PLC Class A | 1.56 | 1M | Healthcare |
United States