evenfolio
OneAscent Investment ETFForeign Large BlendOAIM · NYSE Arca

OneAscent International Equity ETF (OAIM)

Price
$48.70
11 Sept 2026
Assets
$389.9M
Total net assets
Expense ratio
0.89%
Category 0.85%
Yield
0.84%
Trailing distributions
3Y CAGR
20.1%+1.8%
Category 18.3%
5Y CAGR
Category 8.6%
Loading NAV history…
OneAscent International Equity ETF

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+1.9%+3.1%+15.0%+17.7%+23.6%+20.1%+20.3%
Foreign Large Blend average-1.3%2.6%12.4%13.3%18.9%18.3%8.6%9.4%12.6%
Difference+3.1%+0.5%+2.6%+4.4%+4.7%+1.8%+7.7%

Holdings

The 10 largest positions make up 33.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
INDU CIndustrivarden AB Class C5.80%
2330.TWTaiwan Semiconductor Manufacturing Co Ltd4.00%
000660.KQSK hynix Inc3.77%
BAPCredicorp Ltd3.58%
LGEN.LLegal & General Group PLC3.29%
8630.TSompo Holdings Inc3.08%
MOH.ATMotor Oil (Hellas) Corinth Refineries SA2.67%
HSBA.LHSBC Holdings PLC2.56%
8439.TTokyo Century Corp2.53%
4578.TOtsuka Holdings Co Ltd2.48%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
9.6
P/B
1.9
P/S
1.3
P/CF
8.1

Sector allocation

Share of the equity the fund holds.

32.8%Financial services10 sectors
  1. Financial services32.8%
  2. Industrials23.2%
  3. Energy13.8%
  4. Technology12.6%
  5. Materials4.1%
  6. Health care3.7%
  7. Consumer discretionary3.2%
  8. Consumer staples3.2%
  9. Communication services2.6%
  10. Utilities0.9%

Asset mix

  • Stocks90.2%
  • Cash9.8%

ETF details

Issuer
OneAscent Investment ETF
Category
Equity · Foreign Large Blend
Ticker
OAIM
Exchange
NYSE Arca
Inception
14 Sept 2022 (4.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.89% (category 0.85%)
Holdings turnover
40% (category 45%)
Distribution yield
0.84%
Beta, 3 years
0.94
Total net assets
$389.9M

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

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