OALC ETF ANALYSIS

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OALC ETF FUNDAMENTALS
OALC ETF PERFORMANCE

OALC ISSUER

The OneAscent Investment ETF, acting as an OALC issuer, focuses on delivering robust investment opportunities within the U.S. equity market. With a primary emphasis on constructing a diversified portfolio, the fund strategically allocates its assets into equity securities issued by American corporations. Notably, the fund adheres to a stringent investment strategy, allocating a minimum of 80% of its net assets towards equity securities, predominantly common stocks, of Large Cap Companies. This prudent approach ensures that investors benefit from exposure to established and leading entities within the U.S. market, offering potential for sustainable growth and stability within their investment portfolios.

OALC DIVIDEND

The OALC dividend, exemplified by the OneAscent Investment ETF, presents an attractive opportunity for investors seeking income generation within the equity market. As an OALC (OneAscent Large Cap) issuer, the ETF focuses on investing in dividend-paying stocks issued by U.S. companies. With a commitment to delivering consistent returns to shareholders, the fund strategically allocates its assets towards Large Cap Companies known for their history of distributing dividends. This investment approach provides investors with the potential for regular income streams, making the OALC dividend an appealing option for those prioritizing both capital appreciation and income generation within their investment strategies.

OALC TRACKING

OALC tracking, exemplified by the OneAscent Investment ETF, underscores the fund's commitment to closely mirroring the performance of its underlying index or benchmark. As an OALC (OneAscent Large Cap) issuer, the ETF meticulously tracks an index composed of U.S. Large Cap Companies, aiming to replicate its returns with precision. Through sophisticated portfolio management techniques and diligent rebalancing, the fund endeavors to minimize tracking error and maintain alignment with the performance of its benchmark. This dedication to accurate tracking ensures that investors can confidently rely on the OALC ETF to reflect the movements of the broader market, providing them with a reliable vehicle for gaining exposure to U.S. Large Cap equities within their investment portfolios.

OALC CORRELATION

OALC correlation, epitomized by the OneAscent Investment ETF, emphasizes the fund's relationship with the broader market and its underlying assets. As an OALC (OneAscent Large Cap) issuer, the ETF's performance is closely correlated with the movements of its designated benchmark or index, typically comprising U.S. Large Cap Companies. With a focus on maintaining a strong correlation, the fund's portfolio management team employs meticulous strategies to ensure that fluctuations in the market are reflected in the ETF's value. By closely tracking the performance of its benchmark, investors can rely on the OALC ETF to provide a reliable representation of the broader market sentiment, offering them the opportunity to diversify their portfolios and potentially mitigate risk through exposure to a correlated asset class.

OALC SECTOR

OALC sector, as exemplified by the OneAscent Investment ETF, highlights the fund's focus on investing in specific sectors within the U.S. equity market. As an OALC (OneAscent Large Cap) issuer, the ETF strategically allocates its assets across various sectors, aiming to capture opportunities for growth and diversification. While the fund predominantly targets Large Cap Companies, it also emphasizes sector allocation as a key driver of performance. Through rigorous research and analysis, the fund's portfolio managers identify sectors with potential for outperformance and allocate resources accordingly. This sector-focused approach allows investors to gain exposure to specific segments of the market, potentially benefiting from sector rotation and thematic investing trends within their investment portfolios.

OALC EXPOSURE

OALC exposure, embodied by the OneAscent Investment ETF, underscores the fund's dedication to providing investors with exposure to the U.S. Large Cap equity market. As an OALC (OneAscent Large Cap) issuer, the ETF strategically allocates its assets to ensure robust representation across a diverse array of Large Cap Companies. By investing in a broad spectrum of industry leaders and established corporations, the fund aims to capture the growth potential and stability offered by the U.S. market's largest companies. With a commitment to comprehensive market coverage, investors can rely on the OALC ETF to provide ample exposure to the core components of the U.S. economy, facilitating diversification and potential long-term capital appreciation within their investment portfolios.

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FREQUENTLY ASKED QUESTIONS

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