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Upturn AI SWOT - About
OneAscent International Equity ETF (OAIM)
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Upturn Advisory Summary
08/14/2025: OAIM (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 2.72% | Avg. Invested days 65 | 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 - | 52 Weeks Range 29.89 - 38.26 | Updated Date 06/29/2025 |
52 Weeks Range 29.89 - 38.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
OneAscent International Equity ETF
ETF Overview
Overview
The OneAscent International Equity ETF aims to provide investors with long-term capital appreciation by investing in a diversified portfolio of equity securities of companies located outside of the United States. The fund focuses on a broad range of developed and emerging market countries.
Reputation and Reliability
OneAscent is a relatively newer entrant in the ETF market. Reputation and reliability need further assessment based on long-term performance and client satisfaction.
Management Expertise
Information regarding specific management expertise is not readily available. Further research is required to ascertain the experience and track record of the management team.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not explicitly track a specific index but actively selects securities based on fundamental analysis and a proprietary investment process.
Composition The ETF primarily holds equity securities of international companies, including both developed and emerging market stocks.
Market Position
Market Share: Data is not readily available to determine specific market share.
Total Net Assets (AUM): Data on AUM is unavailable.
Competitors
Key Competitors
- VEA
- IXUS
- ACWX
Competitive Landscape
The international equity ETF market is highly competitive, dominated by large, established players. OneAscent likely differentiates itself through its specific stock selection methodology. Advantages could include potentially higher returns due to active management, but disadvantages include higher expense ratios and the risk of underperforming the benchmark.
Financial Performance
Historical Performance: Historical performance data is not readily available, potentially due to the ETF's recent inception.
Benchmark Comparison: Benchmark comparison requires historical performance data which is unavailable.
Expense Ratio: Data on expense ratio is unavailable.
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
Economic conditions in international markets, currency fluctuations, and global political events can all significantly affect the ETF's performance.
Growth Trajectory
Growth trends and patterns cannot be assessed without historical data, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Due to the lack of data, it is difficult to define its competitive edge. It is not clear what unique aspects, advantages, or approaches differentiate OneAscent International Equity ETF from similar ETFs. Information is not available about the ETFs unique investment strategies, superior management, or niche market focus. Further research is needed to assess the ETFs strategy and understand its comparative advantages.
Risk Analysis
Volatility
Volatility cannot be assessed without historical price data.
Market Risk
The ETF is subject to market risk associated with international equities, including currency risk, political risk, and economic instability in various countries.
Investor Profile
Ideal Investor Profile
Investors seeking international equity exposure as part of a diversified portfolio.
Market Risk
Potentially suitable for long-term investors seeking capital appreciation, with an understanding of the risks associated with international markets.
Summary
OneAscent International Equity ETF aims to provide long-term capital appreciation by investing in international equities. Detailed performance data is unavailable, hindering a full evaluation. The ETF faces strong competition from established players in the international equity ETF market. Potential investors should carefully consider the risks associated with international investing and the lack of readily available historical data before investing. More information is required for a deeper analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own research and risk tolerance.
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 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).
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.