OneAscent Enhanced Small and Mid Cap ETFOASC

ETFOneAscent
Type
ETF
Peer group
US equity: mid companies
Net assets
$73.1M
Expense ratio
0.69%
1-year return
+23.4%
3 years, a year
—
5 years, a year
—
12-month yield
0.46%
Holdings
185

What it aims to do.

The OneAscent Enhanced Small and Mid Cap ETF (the ?Fund?) seeks to outperform the Bloomberg US 2500 Total Return Index, before deduction of expenses, using an investment universe that is subjected to the OneAscent Values-Based Screening process.

Top 10 holdings.

Holding% of fund
CNA CNA Financial Corporation2.06%
HHH Howard Hughes Holdings Inc.1.94%
CINF Cincinnati Financial Corporation1.75%
CCK Crown Holdings Inc1.73%
RL Ralph Lauren Corp.1.64%
MKL Markel Group Inc1.60%
WTS Watts Water Technologies Inc.1.59%
AMG Affiliated Managers Group, Inc.1.57%
SYF Synchrony Financial1.54%
CF CF Industries Holdings, Inc.1.49%

More on OASC.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.