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OAEMOneAscent Emerging Markets ETF

Grow my money4y track recordRanked #2,303 of 3,055 in this goal

Seeks long-term capital appreciation.

By OneAscent Investment ETF · Launched 2022

Annual Cost

1.25%

#5,680 of 6,040 · expensive

Fund Size

$131M

#2,836 of 6,040 · mid-size

Return (1Y)

+44.2%

Track Record

4 years

#2,737 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,407+44.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

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
94.5%
Cash
5.5%

By sector

Technology
39.6%
Financial Services
21.1%
Industrials
14.6%
Basic Materials
9.2%
Real Estate
6.0%
Energy
3.4%
Communication
2.2%
Consumer Defensive
1.6%
Other
2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.2%High

Year-on-year price swings

Max drawdown
-17.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.23Good 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

Next steps

Save OAEM to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18