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OneAscent Investment ETFDiversified Emerging MarketsOAEM · NYSE Arca

OneAscent Enhanced Small and Mid Cap ETF Institutional Shs OneAscent Emerging Markets Fund (OAEM)

Price
$49.75
11 Sept 2026
Assets
$131.4M
Total net assets
Expense ratio
1.25%
Category 1.06%
Yield
0.58%
Trailing distributions
3Y CAGR
22.9%+2.8%
Category 20.1%
5Y CAGR
Category 7.6%
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OneAscent Enhanced Small and Mid Cap ETF Institutional Shs OneAscent Emerging Markets Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.6%+2.1%+24.8%+35.8%+47.8%+22.9%+20.1%
Diversified Emerging Markets average1.9%1.2%18.7%22.9%30.0%20.1%7.6%7.9%14.0%
Difference+0.7%+0.9%+6.1%+12.9%+17.8%+2.8%+6.1%

Holdings

The 10 largest positions make up 47.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
2330.TWTaiwan Semiconductor Manufacturing Co Ltd12.71%
005930.KQSamsung Electronics Co Ltd9.77%
000660.KQSK hynix Inc5.23%
GMEXICOB.MXGrupo Mexico SAB de CV Class B4.07%
2890.TWSinoPac Financial Holdings Co Ltd3.38%
078930.KQGS Holdings Corp2.88%
2345.TWAccton Technology Corp2.55%
MCX.NSMulti Commodity Exchange of India Ltd2.29%
2618.TWEva Airways Corp2.25%
PINFRA.MXPromotora Y Operadora de Infraestructura SAB de CV2.24%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.7
P/B
2.5
P/S
1.9
P/CF
7.6

Sector allocation

Share of the equity the fund holds.

39.6%Technology11 sectors
  1. Technology39.6%
  2. Financial services21.1%
  3. Industrials14.6%
  4. Materials9.2%
  5. Real estate6.0%
  6. Energy3.4%
  7. Communication services2.2%
  8. Consumer staples1.6%
  9. Health care1.4%
  10. Utilities0.8%
  11. Consumer discretionary0.0%

Asset mix

  • Stocks94.5%
  • Cash5.5%

ETF details

Issuer
OneAscent Investment ETF
Category
Equity · Diversified Emerging Markets
Ticker
OAEM
Exchange
NYSE Arca
Inception
14 Sept 2022 (4.0 years)
Structure
Exchange Traded Fund
Expense ratio
1.25% (category 1.06%)
Holdings turnover
42% (category 57%)
Distribution yield
0.58%
Beta, 3 years
1.25
Total net assets
$131.4M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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