OneAscent International Equity ETF (OAIM)

Overview

OneAscent International Equity ETF (OAIE) offers exposure to a broad range of international equities, excluding the United States. The fund seeks long-term capital appreciation by investing primarily in developed and emerging market companies, providing diversification beyond domestic markets. Its asset allocation focuses on equities, aiming for growth through global diversification.

Reputation and Reliability

OneAscent is a relatively new entrant in the ETF market, hence its reputation is still developing. However, it focuses on faith-based investing and has partnerships with established financial institutions.

Management Expertise

The management team's expertise lies in asset allocation and international equity investments, leveraging experience in both fundamental and quantitative analysis.

Goal

The primary goal of OAIE is to achieve long-term capital appreciation by investing in a diversified portfolio of international equities.

Investment Approach and Strategy

Strategy: OAIE does not explicitly track a specific index. Instead, it employs a strategy of selecting stocks based on factors aligned with its investment principles.

Composition OAIE primarily holds equities. The specific holdings vary based on the fund's investment strategy.

Market Share: Due to its relatively new status, OAIE's market share is still small within the international equity ETF segment.

Total Net Assets (AUM):

Key Competitors

• VEA
• VXUS
• IEFA

Competitive Landscape

The international equity ETF market is highly competitive with established players like VEA and VXUS. OAIE's faith-based focus differentiates it. Compared to competitors like VEA, OAIE may have higher expense ratio in some instances but differentiates itself through faith-based investment criteria.

Historical Performance: Historical performance data for OAIE is limited due to its recent inception.

Benchmark Comparison: Comparison to standard international equity benchmarks (e.g., MSCI EAFE) will be essential for evaluating performance once sufficient data is available.

Expense Ratio:

Average Trading Volume

OAIE's average trading volume may be lower compared to more established ETFs, potentially impacting trade execution.

Bid-Ask Spread

The bid-ask spread for OAIE is likely to be wider due to its lower trading volume.

Market Environment Factors

Global economic growth, geopolitical risks, and currency fluctuations significantly influence OAIE's performance. Emerging markets' growth potential and developed markets' stability impact the ETF.

Growth Trajectory

OAIE's growth will depend on its ability to attract investors seeking faith-based international equity exposure, as well as its performance relative to benchmarks.

Competitive Edge

OAIE's competitive advantage lies in its faith-based investment approach, appealing to investors seeking alignment with their values. This niche focus differentiates it from broad-market international equity ETFs. OneAscent applies biblically responsible investing (BRI) principles. This resonates with a specific segment of investors seeking value alignment, but may limit the investment universe.

Volatility

OAIE's volatility will depend on the composition of its holdings and the overall market conditions in international equities.

Market Risk

Market risks include economic downturns in international markets, currency fluctuations, and political instability affecting the underlying companies.

Ideal Investor Profile

The ideal investor for OAIE is someone seeking long-term capital appreciation with a preference for international equities and an interest in faith-based investing.

Market Risk

OAIE is best suited for long-term investors who are comfortable with the risks associated with international equity investments and seeking faith-based options.

OneAscent International Equity ETF (OAIE) offers exposure to international equities, excluding the US, with a focus on long-term capital appreciation. Its faith-based investment approach differentiates it in a competitive market. Due to its relative newness, historical performance data and trading volumes are limited. Investors seeking alignment of their values with international equity exposure may find OAIE appealing.

Data Sources:

• OneAscent official website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.