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Upturn AI SWOT - About
OneAscent Core Plus Bond ETF (OACP)
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Upturn Advisory Summary
08/14/2025: OACP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.71% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 21.41 - 22.83 | Updated Date 06/29/2025 |
52 Weeks Range 21.41 - 22.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
OneAscent Core Plus Bond ETF
ETF Overview
Overview
The OneAscent Core Plus Bond ETF (OACP) seeks to provide current income and long-term capital appreciation by investing primarily in a diversified portfolio of U.S. dollar-denominated investment-grade fixed-income securities.
Reputation and Reliability
OneAscent is a relatively new player in the ETF market. While specifics on the issuer's overall reputation require further research, they focus on faith-based investing which may appeal to a specific investor base.
Management Expertise
Details on the specific management team's expertise require further research beyond available public information.
Investment Objective
Goal
Seeks current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund does not track a specific index, but rather employs an active management strategy.
Composition Primarily invests in U.S. dollar-denominated investment-grade fixed-income securities, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Market share data is limited due to the ETF's relatively small size and recent inception.
Total Net Assets (AUM): Data is limited due to the ETF's relatively small size and recent inception.
Competitors
Key Competitors
- AGG
- LQD
- VCSH
- BND
Competitive Landscape
The bond ETF market is highly competitive, dominated by large, established players like iShares and Vanguard. OACP's active management aims to differentiate it, but its small size presents a challenge. Advantages could include superior security selection or duration management. Disadvantages include higher expense ratios compared to passive index trackers.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception. Performance history will be important over time.
Benchmark Comparison: Comparative performance data against a relevant benchmark (e.g., Bloomberg Barclays U.S. Aggregate Bond Index) will be key in evaluating the fund's active management.
Expense Ratio: Data is limited due to the ETF's recent inception, Expense ratio information is needed.
Liquidity
Average Trading Volume
Average trading volume is likely low given the ETF's small size, which could impact execution costs.
Bid-Ask Spread
The bid-ask spread is likely wider than more established bond ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic growth influence the performance of OACP's bond holdings.
Growth Trajectory
The growth trajectory will depend on the fund's ability to attract assets through strong performance and effective marketing of its active management strategy.
Moat and Competitive Advantages
Competitive Edge
OACP's faith-based approach and active management strategy is a unique selling proposition. If the investment approach is successful it will potentially attract investors. The focus on faith-based investing will attract the conservative investors. This is a niche market focus.
Risk Analysis
Volatility
Volatility will be dependent on the interest rate sensitivity (duration) and credit risk of its bond holdings.
Market Risk
OACP is subject to interest rate risk (rising rates can lower bond prices) and credit risk (issuers may default on payments).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, long-term capital appreciation, and may have an interest in faith-based investing. These are generally conservative investors who like to invest for the long term.
Market Risk
OACP is suitable for long-term investors seeking a diversified core bond allocation with active management and faith-based principles.
Summary
The OneAscent Core Plus Bond ETF (OACP) is an actively managed fund targeting current income and long-term capital appreciation through U.S. dollar-denominated investment-grade bonds. Its faith-based approach differentiates it in a competitive market dominated by larger, passive ETFs. The success of the ETF relies on its managers' investment approach. OACP is a new ETF and its performance will determine its acceptance in the long term.
Peer Comparison
Sources and Disclaimers
Data Sources:
- OneAscent ETFs Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may be estimated and subject to change. Performance data is historical and not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OneAscent Core Plus Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund primarily invests in a broad range of investment-grade bonds and fixed-income securities, including, but not limited to, U.S. government securities, corporate bonds, taxable municipal securities and mortgage-backed or other asset-backed securities. It may also invest in other fixed-income securities, including those of non-investment- grade quality. The fund may invest in fixed-income securities of any duration.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.