OACP
OneAscent Core Plus Bond ETF
📎 Investment Objective
The OneAscent Core Plus Bond ETF (OACP) seeks to provide current income and capital preservation by investing in a diversified portfolio of fixed income securities.
Overview
ETF tracking OneAscent Core Plus Bond ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The OneAscent Core Plus Bond ETF (OACP) seeks to provide current income and capital preservation by investing in a diversified portfolio of fixed income securities.
🎯 Investment Strategy
The ETF invests primarily in investment-grade bonds, including U.S. government, corporate, and mortgage-backed securities. The fund may also allocate a portion of its assets to high-yield (or 'junk') bonds to enhance yield potential. The portfolio is actively managed to maintain an overall investment-grade credit quality.
✨ Key Features
- Diversified fixed income exposure across various bond sectors
- Potential for higher yields through limited high-yield bond allocation
- Active management to manage interest rate and credit risk
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: Bond prices may decline as interest rates rise
- Credit risk: The risk of default or downgrade by bond issuers
- High-yield bond risk: Increased volatility and default risk compared to investment-grade bonds
- Active management risk: The fund's performance may deviate from the broader bond market
👤 Best For
The OneAscent Core Plus Bond ETF may be suitable for investors seeking current income and capital preservation through a diversified fixed income portfolio. It may be appropriate as a core bond allocation within a broader investment portfolio.
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