C
OneAscent Large Cap Core ETF OALC
$41.18 $0.110.27%
Recommendation
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Fund Information
Fund Type
ETF
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
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Preferred
Convertible
Other
Services Offered
None
Top Holdings
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Performance
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Company Information
Provider
OneAscent Investment ETF
Manager (Tenure in Years)
Andrew Manton (4)
Website
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Address
OneAscent Investment ETF

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Country
United States
Phone Number
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Investment Strategy
The investment seeks to closely replicate the returns of the S&P 500 Index,before deduction of expenses,using an investment universe that is subjected to the OneAscent Values-Based Screening process. Under normal circumstances,the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index.