OneAscent Small Cap Core ETF (OASC) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
OneAscent Small Cap Core ETF (OASC) trades at $34.63 with AI Score 47/100 (Grade C). OneAscent Small Cap Core ETF (OASC) aims to outperform the Bloomberg US 2500 Total Return Index by employing a… Market cap: $32.5M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for OASC: OASC does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates OASC against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
OASC: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
OneAscent Small Cap Core ETF (OASC) Financial Services Profile
OneAscent Small Cap Core ETF (OASC) seeks enhanced returns over the Bloomberg US 2500 Total Return Index, utilizing a values-based screening process. The fund invests in small and mid-cap companies, distinguishing itself through ethical investment principles within the competitive asset management landscape. It offers investors exposure to a specific segment of the market.
What Is the Investment Thesis for OASC?
OneAscent Small Cap Core ETF (OASC) presents an investment opportunity for those seeking exposure to small and mid-cap companies while adhering to values-based investment principles. With a beta of 1.21, OASC exhibits higher volatility compared to the market. The fund's success hinges on its ability to effectively screen and select companies that not only meet its values-based criteria but also demonstrate strong financial performance. The absence of a dividend yield may deter income-focused investors, but the potential for capital appreciation through enhanced returns remains a key attraction. The fund's ability to consistently outperform the Bloomberg US 2500 Total Return Index, before deduction of expenses, will be crucial in attracting and retaining investors. The ongoing refinement of its screening process and the identification of undervalued, values-aligned companies are essential for driving long-term growth and delivering on its investment objective.
Based on FMP financials and quantitative analysis
OASC Key Highlights
Market Cap of $32.5M indicates a small-sized fund within the asset management industry.
- Beta of 1.21 suggests higher volatility compared to the broader market, potentially offering higher returns but also increased risk.
- The fund aims to outperform the Bloomberg US 2500 Total Return Index, before deduction of expenses, providing a benchmark for performance evaluation.
- Values-based screening process differentiates OASC from other ETFs, appealing to ethically conscious investors.
- Absence of dividend yield may not attract income-seeking investors, focusing instead on capital appreciation.
Who Are OASC's Competitors?
OASC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BJK VanEck Gaming ETF | $38.02 | +0.60% | $18.7M | 44 |
| HSMV First Trust Horizon Managed Volatility Small/Mid ETF | $39.10 | -0.09% | $34.4M | 47 |
| IFEB Innovator Intl Developed Power Buffer ETF | $32.02 | -0.10% | $24.9M | 47 |
| JMID Janus Henderson Mid Cap Growth Alpha ETF | $32.04 | -0.65% | $24.8M | 44 |
| JPSV JPMorgan Active Small Cap Value ETF | $70.43 | -0.47% | $27.1M | 47 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 76 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 82 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OASC's Key Strengths?
Values-based screening process appeals to ethically conscious investors.
- Potential for enhanced returns compared to the Bloomberg US 2500 Total Return Index, before deduction of expenses.
- Diversified portfolio of small and mid-cap companies.
- Experienced management team with a focus on responsible investing.
What Are OASC's Weaknesses?
Small market capitalization may limit liquidity and trading volume.
- Absence of dividend yield may not attract income-seeking investors.
- Values-based screening process may limit the investment universe.
- Higher beta indicates greater volatility compared to the market.
What Could Drive OASC Stock Higher?
Growing adoption of ESG investing strategies by institutional investors.
- Increasing awareness of values-based investing among retail investors.
- Potential for inclusion in ESG-focused indices and benchmarks.
- Successful track record of outperforming the Bloomberg US 2500 Total Return Index, before deduction of expenses.
- Launch of new values-based investment products by OneAscent.
What Are the Key Risks for OASC?
Underperformance compared to the Bloomberg US 2500 Total Return Index, before deduction of expenses.
- Limited liquidity due to small market capitalization.
- Changes in investor sentiment towards values-based investing.
- Increased competition from other values-based ETFs.
- Economic downturn impacting small and mid-cap companies.
What Are the Growth Opportunities for OASC?
- Expansion of Values-Based Investing: The growing interest in ESG and socially responsible investing presents a significant growth opportunity for OASC. As more investors seek to align their investments with their values, the demand for values-based ETFs is expected to increase. OASC can capitalize on this trend by expanding its marketing efforts to reach ethically conscious investors and highlighting its unique screening process.
- Strategic Partnerships with Financial Advisors: Collaborating with financial advisors who specialize in ESG investing can significantly expand OASC's reach and distribution network. By educating advisors about the fund's values-based approach and its potential to meet the needs of their ethically conscious clients, OASC can tap into a new pool of investors. Financial advisors play a crucial role in guiding investment decisions, and their endorsement can significantly boost OASC's visibility and credibility. This strategy can be implemented within the next year.
- Development of New Values-Based Investment Products: Expanding its product line to include other values-based investment products, such as mutual funds or separately managed accounts, can further diversify OASC's offerings and attract a wider range of investors. By catering to different risk profiles and investment preferences, OASC can solidify its position as a leader in values-based investing. This expansion could be phased in over the next 3-5 years, starting with market research and product development.
- Enhancing Transparency and Reporting: Improving the transparency of its screening process and providing detailed reporting on the values alignment of its portfolio companies can enhance investor confidence and attract more capital. By clearly articulating its values-based criteria and demonstrating how it is implemented in practice, OASC can build trust with investors who are skeptical of greenwashing. This ongoing effort to enhance transparency can be continuously improved and communicated to investors.
- Leveraging Digital Marketing and Social Media: Utilizing digital marketing and social media platforms to reach a wider audience of potential investors can significantly increase OASC's visibility and brand awareness. By creating engaging content that highlights its values-based approach and its investment performance, OASC can attract ethically conscious investors who are actively seeking investment options that align with their values. This strategy can be implemented immediately and continuously optimized based on performance data.
What Are OASC's Competitive Advantages?
- Values-Based Screening Process: Differentiates OASC from other ETFs by focusing on companies that meet specific ethical and moral standards.
- Brand Reputation: OneAscent's reputation for values-based investing can attract ethically conscious investors.
- First-Mover Advantage: Being an early entrant in the values-based ETF space can provide a competitive edge.
What Does OASC Do?
OneAscent Small Cap Core ETF (OASC) is designed to provide investors with enhanced returns compared to the Bloomberg US 2500 Total Return Index. The ETF achieves this by investing in a diversified portfolio of small and mid-cap companies that meet specific values-based criteria. The fund's investment universe is carefully screened to align with OneAscent's ethical and moral standards, ensuring that investments are made in companies that reflect these values. This values-based screening process differentiates OASC from other small and mid-cap ETFs, appealing to investors who prioritize both financial performance and ethical considerations. The fund's objective is to deliver superior risk-adjusted returns while adhering to its values-based investment philosophy. By focusing on companies that meet its stringent screening criteria, OASC aims to provide investors with a unique investment opportunity that aligns with their values and financial goals. The ETF's performance is closely monitored to ensure that it continues to meet its objective of outperforming the Bloomberg US 2500 Total Return Index, before deduction of expenses.
What Products and Services Does OASC Offer?
- Invests in small and mid-cap companies.
- Seeks enhanced returns over the Bloomberg US 2500 Total Return Index.
- Employs a values-based screening process.
- Focuses on companies that align with OneAscent's ethical standards.
- Provides investors with exposure to a diversified portfolio of values-aligned companies.
- Offers a unique investment opportunity for ethically conscious investors.
How Does OASC Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking values-based investment options.
- Aims to outperform the Bloomberg US 2500 Total Return Index, before deduction of expenses, to attract and retain investors.
What Industry Does OASC Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like OASC are gaining traction due to their diversification benefits and lower costs. The increasing focus on ESG (Environmental, Social, and Governance) investing is creating a niche for values-based ETFs. OASC operates within this landscape, differentiating itself through its specific values-based screening process. The fund's success depends on its ability to attract investors who prioritize both financial returns and ethical considerations. The competitive landscape includes both broad-market ETFs and specialized funds with similar investment objectives.
Who Are OASC's Key Customers?
- Individual investors seeking values-based investment options.
- Financial advisors looking to offer ESG-aligned investments to their clients.
- Institutional investors with a mandate for socially responsible investing.
How OneAscent Small Cap Core ETF Is Valued
OneAscent Small Cap Core ETF carries a market capitalization of $32.5M, placing it in the micro-cap category. Relative to its peer group, OASC's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
Key Financial Metrics
Return on equity for OneAscent Small Cap Core ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. OASC trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
OASC Financials
Bull Case vs Bear Case
Bull Case
- Values-based screening process appeals to ethically conscious investors.
- Potential for enhanced returns compared to the Bloomberg US 2500 Total Return Index, before deduction of expenses.
- Diversified portfolio of small and mid-cap companies.
- Experienced management team with a focus on responsible investing.
Bear Case
- Small market capitalization may limit liquidity and trading volume.
- Absence of dividend yield may not attract income-seeking investors.
- Values-based screening process may limit the investment universe.
- Higher beta indicates greater volatility compared to the market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
OASC Latest News
No recent news available for OASC.
OASC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OASC.
Price Targets
Wall Street price target analysis for OASC.
OASC MoonshotScore
What does this score mean?
The MoonshotScore rates OASC 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
OASC Financial Services Stock FAQ
What does the AI Score mean for OASC?
OASC holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. OneAscent Small Cap Core ETF (OASC) aims to outperform the Bloomberg US 2500 Total Return Index by employing a values-based screening process. The fund focuses on small and mid-cap companies that …
What does OneAscent Small Cap Core ETF do?
OneAscent Small Cap Core ETF (OASC) is an exchange-traded fund that seeks to provide enhanced returns over the Bloomberg US 2500 Total Return Index, before deduction of expenses, by investing in a diversified portfolio of small and mid-cap companies.
What are the main risks for OASC?
The primary risks for OASC include the potential for underperformance compared to its benchmark, the Bloomberg US 2500 Total Return Index, before deduction of expenses. The fund's small market capitalization may also limit liquidity and trading volume, making it more difficult to buy or sell large positions.
How does OneAscent Small Cap Core ETF incorporate its values-based screening process into investment decisions?
OneAscent Small Cap Core ETF employs a rigorous values-based screening process to identify companies that align with its ethical and moral standards. This process involves evaluating potential investments based on a range of criteria, including environmental sustainability, social responsibility, and corporate governance. Companies that do not meet these standards are excluded from the fund's investment universe.
How does OASC's expense ratio compare to similar ETFs in the small and mid-cap space?
Without specific expense ratio data, it's challenging to provide a precise comparison. However, expense ratios are a critical factor for ETF investors. Generally, a lower expense ratio is more desirable as it reduces the cost of investing in the fund.
What are the key factors to evaluate for OASC?
OneAscent Small Cap Core ETF (OASC) holds an AI score of 47/100 (low). OneAscent Small Cap Core ETF (OASC) presents an investment opportunity for those seeking exposure to small and mid-cap companies while adhering to values-based investment principles. Not financial advice.
How frequently does OASC data refresh on this page?
OASC's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven OASC's recent stock price performance?
OneAscent Small Cap Core ETF (OASC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Values-based screening process appeals to ethically conscious investors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider OASC overvalued or undervalued right now?
OneAscent Small Cap Core ETF (OASC) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for OASC, limiting the depth of financial insights.
- Lack of specific expense ratio data hinders a comprehensive cost analysis.
- The fund's performance is subject to market volatility and the performance of its underlying holdings.