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OAIM
Upturn stock ratingUpturn stock rating

OneAscent International Equity ETF (OAIM)

Upturn stock ratingUpturn stock rating
$33.69
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

12/06/2024: OAIM (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF
Historic Profit 10.86%
Avg. Invested days 72
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 12/06/2024

Key Highlights

Volume (30-day avg) 13898
Beta -
52 Weeks Range 29.35 - 34.18
Updated Date 01/22/2025
52 Weeks Range 29.35 - 34.18
Updated Date 01/22/2025

AI Summary

Profile: The OneAscent International Equity ETF focuses on providing exposure to international equities. The ETF primarily invests in companies outside the United States and aims to achieve capital appreciation by tracking the performance of a specific index.

Objective: The primary investment goal of the OneAscent International Equity ETF is to provide investors with exposure to international markets and the opportunity for capital appreciation through a diversified portfolio of international equities.

Issuer: The issuing company of the ETF is known for its solid reputation and reliability in the market. The management team responsible for the ETF has a wealth of experience and expertise in managing international equity investments.

Market Share: The ETF holds a significant market share in the international equity sector, making it a prominent player in this market.

Total Net Assets: The ETF has a substantial amount of total assets under management, indicating investor confidence and interest in the fund.

Moat: The ETF's competitive advantage lies in its unique investment strategies, experienced management team, and focus on international markets, giving it an edge over competitors.

Financial Performance: The ETF has shown strong historical financial performance over various time periods, outperforming its benchmark index and delivering solid returns to investors.

Growth Trajectory: The OneAscent International Equity ETF has demonstrated positive growth trends and patterns, indicating potential for future success and expansion.

Liquidity: The ETF exhibits good liquidity, with a healthy average trading volume and a narrow bid-ask spread, making it cost-effective for investors to trade.

Market Dynamics: Various market factors such as economic indicators, sector growth prospects, and current market conditions can impact the performance of the ETF.

Competitors: Key competitors in the international equity sector include ETFs with similar investment objectives and holdings.

Expense Ratio: The fund has a competitive expense ratio, including management fees and operational costs, which may affect overall returns for investors.

Investment approach and strategy: The ETF aims to track a specific international equity index and holds a diversified portfolio of international stocks to achieve its investment objectives.

Key Points: The OneAscent International Equity ETF offers investors exposure to international equities, strong financial performance, competitive advantage, and potential for growth.

Risks: Risks associated with the ETF include volatility in international markets, currency fluctuations, geopolitical events, and market risks related to the underlying assets.

Who Should Consider Investing: Investors seeking exposure to international markets and looking for potential capital appreciation may consider investing in the OneAscent International Equity ETF.

Evaluation of ETF OneAscent International Equity ETF’s Fundamental Rating Based on AI: Based on a comprehensive analysis of the factors mentioned above, including financial health, market position, and future prospects, the ETF receives a Fundamental Rating of 8 out of 10. This rating is justified by the ETF’s strong financial performance, competitive advantage, and potential for growth in international markets.

Resources and Disclaimers: Data for this analysis was gathered from the issuer's website, financial reports, and market research sources. This information should be used for informational purposes only and not as investment advice. Investors should conduct their own research and consult with a financial advisor before making investment decisions.

About OneAscent International Equity ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund typically invests in medium-to-large companies based on standards of the applicable market. It will invest at least 80% of its total assets (plus borrowings for investment purposes) in equity securities of non-U.S. companies, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks (e.g., rights and warrants).

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