Unified Series Trust Etf Profile
| OALC Etf | USD 30.62 0.15 0.49% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Unified Series is trading at 30.62 as of the 28th of November 2024, a 0.49 percent down since the beginning of the trading day. The etf's open price was 30.77. Unified Series has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Unified Series Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The Adviser seeks to achieve the funds investment objective by applying the advisers proprietary OneAscent Navigator process to a pre-screened subset of U.S. companies with large market capitalizations. Oneascent Large is traded on NYSEARCA Exchange in the United States. More on Unified Series Trust
Moving together with Unified Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.94 | VIG | Vanguard Dividend | PairCorr |
| 1.0 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against Unified Etf
Unified Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, OneAscent Investment ETF (View all Sectors) |
| Issuer | OneAscent Investment Solutions |
| Inception Date | 2021-11-16 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 127.75 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | OneAscent Investment Solutions, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Andrew Manton |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 198 |
| Market Maker | Virtu Financial |
| Total Expense | 0.86 |
| Management Fee | 0.35 |
| Country Name | USA |
| Returns Y T D | 23.38 |
| Name | Unified Series Trust |
| Currency Code | USD |
| Open Figi | BBG013JXT0F1 |
| 1y Volatility | 11.35 |
| 200 Day M A | 27.9044 |
| 50 Day M A | 29.6532 |
| Code | OALC |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Unified Series Trust [OALC] is traded in USA and was established 2021-11-15. The fund is listed under Large Blend category and is part of OneAscent Investment ETF family. The entity is thematically classified as Size And Style ETFs. Unified Series Trust now have 53.02 M in assets. , while the total return for the last 3 years was 8.0%.
Check Unified Series Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Unified Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Unified Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Unified Series Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Unified Series Trust Etf Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| AON | Aon PLC | Stock | Financials | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| GEV | GE Vernova LLC | Stock | Utilities | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| MCO | Moodys | Stock | Financials | |
| KDP | Keurig Dr Pepper | Stock | Consumer Staples | |
| UBER | Uber Technologies | Stock | Industrials |
Unified Series Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Unified Series. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1196 | |||
| Jensen Alpha | 0.0098 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) |
Unified Series Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Unified Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Unified Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.