OneAscent Small Cap Core ETF (OASC) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.21: the stock has moved about 21% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerOneAscent Small Cap Core ETF (OASC) trades at $34.67. OneAscent Small Cap Core ETF (OASC) aims to outperform the Bloomberg US 2500 Total Return Index by employing a values-based screening process. Sector: Financials.
Price as of · 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.
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 $0.03B 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 | MoonshotScore |
|---|---|---|---|---|
| BJK VanEck Gaming ETF | $38.02 | +0.60% | $18.7M | — |
| HSMV First Trust Horizon Managed Volatility Small/Mid ETF | $35.46 | -0.20% | $31.4M | — |
| IFEB Innovator Intl Developed Power Buffer ETF | $31.39 | +0.06% | $24.5M | — |
| JMID Janus Henderson Mid Cap Growth Alpha ETF | $32.30 | +0.76% | $24.9M | — |
| JPSV JPMorgan Active Small Cap Value ETF | $66.40 | -0.13% | $25.6M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved +0.2%.
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 · March 2026
OASC Latest News
No recent news available for OASC.
OASC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OASC.
Price Targets
Wall Street price target analysis for OASC.
OASC MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OASC; grades run from A+ (80-100) to F (below 30).
OASC Financials Stock FAQ
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- 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.