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OAEMOneAscent Emerging Markets ETF

Grow my money3y track recordRanked #2,297 of 2,999 in this goal

Seeks long-term capital appreciation.

By OneAscent Investment ETF · Launched 2022

Annual Cost

1.25%

#5,507 of 5,861 · expensive

Fund Size

$130M

#2,756 of 5,861 · mid-size

Return (1Y)Goal

+42.4%

Track Record

3 years

#2,723 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,275+42.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Emerging Markets Index

What it actually holds

By weight

Concentration

Top 10 holdings = 54.8% of fundmoderately concentrated

Taiwan Semiconductor Manufacturing Co., Ltd.
14.4%
Samsung Electronics Co Ltd.
12.5%
SK Hynix Inc.
5.6%
Grupo Mexico SAB de CV
3.8%
Bharat Petroleum Corp Ltd.
3.6%
State Bank of India
3.6%
Telekom Malaysia Berhad
3.1%
CPFL Energia SA
2.9%
SinoPac Financial Holdings Co Ltd (SPH)
2.7%
South India Bank Ltd. (The)
2.6%

Asset allocation

Stocks
95.4%
Cash
4.6%

By sector

Technology
45.0%
Industrials
15.8%
Financial Services
15.7%
Basic Materials
7.1%
Consumer Cyclical
5.1%
Real Estate
3.9%
Energy
3.1%
Consumer Defensive
2.1%
Other
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
27.4%High

Year-on-year price swings

Max drawdown
-17.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.71Decent risk-adjusted returns
Sortino (3Y)
1.02Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in equity securities of non-U.S. companies in emerging market countries, focusing on those with market capitalizations greater than $1 billion. The Fund is not required to allocate investments in set percentages across countries, aiming for a diversified portfolio.
Inception date
September 14, 2022
Fund family
OneAscent Investment ETF

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Data updated on 2026-08-04