OneAscent Large Cap Core ETF

Frequently Asked Questions About OALC

What does OALC invest in?

The OneAscent Large Cap Core ETF (OALC) seeks capital appreciation by investing in a broad group of large-cap U.S. companies similar to the S&P 500 after applying the OneAscent Elevate screening process.

What is the expense ratio of OALC?

OneAscent Large Cap Core ETF (OALC) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OALC?

OneAscent Large Cap Core ETF (OALC) manages $243.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is OALC actively managed or an index fund?

OALC is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (OALC's is 0.58%) because there's no security selection cost.

When was OALC launched?

OneAscent Large Cap Core ETF (OALC) launched in November 2021 and is managed by OneAscent.

How has OALC performed?

OALC's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.