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The OneAscent Large Cap Core ETF (OALC) is designed to deliver long-term capital growth for investors. It achieves this by constructing a portfolio comprising a wide range of prominent U.S. corporations, broadly mirroring the companies found within the S&P 500 index, but only after each investment has successfully passed through the distinctive OneAscent Elevate screening methodology.
Is OALC's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
First Heartland Consultants Inc. trimmed its holdings in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 79.4% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 64,658 shares of the company's stock after selling 248,571 shares during the quarter. First
Envestnet Asset Management Inc. raised its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 249.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 44,887 shares of the company's stock after purchasing an additional 32,033 shares during the quarter.
Atria Investments Inc reduced its position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) by 17.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 762,988 shares of the company's stock after selling 162,775 shares during the period.
Envestnet Asset Management Inc. bought a new position in shares of OneAscent Large Cap Core ETF (NYSEARCA:OALC) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 12,854 shares of the company's stock, valued at approximately $417,000. Envestnet Asset Management Inc.
OALC is a Christian faith-based alternative to S&P 500 Index funds and has excellent fundamentals. This analysis evaluated its diversification, risk, growth, value, and quality features compared to its peers. Unlike CATH, a more established ETF for Catholic investors, OALC is materially different from the S&P 500 Index. In particular, it avoids Apple, Meta Platforms, and UnitedHealth Group. OALC is a good single-solution ETF, but its expense ratio will eventually become burdensome. Currently, it's 0.49%, but that includes a 0.37% fee waiver set to expire in December 2025.