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* Offering through VF Securities, Inc. (member FINRA/SIPC)
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Under normal circumstances,the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of Large Cap Companies. It invests primarily in large-cap equity securities issued by companies domiciled in the United States,with the intention of tracking the S&P 500 Index. more
| Time Frame | OALC | S&P500 |
|---|---|---|
| 1-Week Return | 0.62% | 0.01% |
| 1-Month Return | 4.34% | 3.54% |
| 3-Month Return | 13.3% | 10.58% |
| 6-Month Return | 12.42% | 8.03% |
| 1-Year Return | 24.66% | 20.06% |
| 3-Year Return | 78.64% | 70.98% |
| 5-Year Return | 63.6% | 71.89% |
| Time Frame | OALC | S&P500 |
|---|---|---|
| 1-Week Return | 38.03% | 0.52% |
| 1-Month Return | 67.68% | 52.69% |
| 3-Month Return | 65.93% | 50.36% |
| 6-Month Return | 26.79% | 16.96% |
| 1-Year Return | 24.66% | 20.06% |
| 3-Year Return | 21.34% | 19.58% |
| 5-Year Return | 10.35% | 11.44% |
| Stock name | Ticker | Weight |
|---|---|---|
NVIDIA CORP
|
NVDA |
8.49%
|
MICROSOFT CORP
|
MSFT |
7.62%
|
AMAZON.COM INC
|
AMZN |
4.17%
|
BROADCOM INC
|
AVGO |
2.85%
|
ALPHABET INC-A
|
GOOGL |
2.29%
|
ALPHABET INC-C
|
GOOG |
2.13%
|
JPMORGAN CHASE
|
JPM |
1.84%
|
BERKSHIRE HATH-B
|
BRK.B |
1.84%
|
CISCO SYSTEMS
|
CSCO |
1.56%
|
VISA INC-CLASS A
|
V |
1.42%
|
WALMART INC
|
WMT |
1.41%
|
MASTERCARD INC-A
|
MA |
1.2%
|
HOME DEPOT INC
|
HD |
1.11%
|
ELI LILLY & CO
|
LLY |
1.05%
|
ORACLE CORP
|
ORCL |
1.05%
|
EXXON MOBIL CORP
|
XOM |
1.04%
|
COCA-COLA CO/THE
|
KO |
0.94%
|
BBH SWEEP VEHICLE
|
9BBH |
0.92%
|
ARISTA NETWORKS
|
ANET |
0.9%
|
PROCTER & GAMBLE
|
PG |
0.89%
|
BANK OF AMERICA
|
BAC |
0.85%
|
PALANTIR TECHN-A
|
PLTR |
0.84%
|
CORNING INC
|
GLW |
0.74%
|
VERIZON COMMUNIC
|
VZ |
0.72%
|
MORGAN STANLEY
|
MS |
0.71%
|
LINDE PLC
|
LIN |
0.7%
|
MOTOROLA SOLUTIO
|
MSI |
0.69%
|
PEPSICO INC
|
PEP |
0.67%
|
GENERAL ELECTRIC
|
GE |
0.66%
|
BOOKING HOLDINGS
|
BKNG |
0.66%
|
CHEVRON CORP
|
CVX |
0.63%
|
INTUIT INC
|
INTU |
0.61%
|
TEXAS INSTRUMENT
|
TXN |
0.61%
|
MCDONALDS CORP
|
MCD |
0.6%
|
CATERPILLAR INC
|
CAT |
0.57%
|
S&P GLOBAL INC
|
SPGI |
0.57%
|
UBER TECHNOLOGIE
|
UBER |
0.57%
|
SALESFORCE INC
|
CRM |
0.55%
|
IBM
|
IBM |
0.55%
|
T-MOBILE US INC
|
TMUS |
0.54%
|
COMCAST CORP-A
|
CMCSA |
0.53%
|
LOWE'S COS INC
|
LOW |
0.53%
|
AMPHENOL CORP-A
|
APH |
0.53%
|
GE VERNOVA LLC
|
GEV |
0.52%
|
F5 INC
|
FFIV |
0.52%
|
BLACKROCK INC
|
BLK |
0.51%
|
SERVICENOW INC
|
NOW |
0.5%
|
MERCK & CO
|
MRK |
0.49%
|
RTX CORP
|
RTX |
0.49%
|
EATON CORP PLC
|
ETN |
0.49%
|
STRYKER CORP
|
SYK |
0.48%
|
UNION PAC CORP
|
UNP |
0.47%
|
AMERICAN EXPRESS
|
AXP |
0.47%
|
KLA CORP
|
KLAC |
0.46%
|
LAM RESEARCH
|
LRCX |
0.46%
|
APPLIED MATERIAL
|
AMAT |
0.46%
|
BOSTON SCIENTIFC
|
BSX |
0.46%
|
CBRE GROUP INC-A
|
CBRE |
0.46%
|
DOORDASH INC-A
|
DASH |
0.45%
|
ANALOG DEVICES
|
ADI |
0.45%
|
BLACKSTONE INC
|
BX |
0.45%
|
DANAHER CORP
|
DHR |
0.44%
|
DEERE & CO
|
DE |
0.43%
|
SCHWAB (CHARLES)
|
SCHW |
0.43%
|
NEXTERA ENERGY
|
NEE |
0.42%
|
HONEYWELL INTL
|
HON |
0.42%
|
QUALCOMM INC
|
QCOM |
0.42%
|
CIENA CORP
|
CIEN |
0.41%
|
MICRON TECH
|
MU |
0.38%
|
SOUTHERN CO
|
SO |
0.37%
|
CONSTELLATION EN
|
CEG |
0.37%
|
MARSH & MCLENNAN
|
MMC |
0.37%
|
AUTOMATIC DATA
|
ADP |
0.37%
|
O'REILLY AUTOMOT
|
ORLY |
0.36%
|
PROGRESSIVE CORP
|
PGR |
0.36%
|
MOODY'S CORP
|
MCO |
0.35%
|
AIRBNB INC-A
|
ABNB |
0.35%
|
GENERAL MOTORS C
|
GM |
0.34%
|
VISTRA CORP
|
VST |
0.34%
|
SYNOPSYS INC
|
SNPS |
0.33%
|
CROWN CASTLE INC
|
CCI |
0.33%
|
IDEXX LABS
|
IDXX |
0.31%
|
EXPEDIA GROUP IN
|
EXPE |
0.31%
|
GILEAD SCIENCES
|
GILD |
0.3%
|
VERISIGN INC
|
VRSN |
0.3%
|
CADENCE DESIGN
|
CDNS |
0.3%
|
DUKE ENERGY CORP
|
DUK |
0.3%
|
CROWDSTRIKE HO-A
|
CRWD |
0.3%
|
CONOCOPHILLIPS
|
COP |
0.29%
|
AMGEN INC
|
AMGN |
0.29%
|
SEMPRA
|
SRE |
0.29%
|
MONDELEZ INTER-A
|
MDLZ |
0.29%
|
SEAGATE TECHNOLO
|
STX |
0.29%
|
PALO ALTO NETWOR
|
PANW |
0.28%
|
CREDO TECHNOLOGY
|
CRDO |
0.28%
|
INTERCONTINENTAL
|
ICE |
0.28%
|
FORD MOTOR CO
|
F |
0.28%
|
CME GROUP INC
|
CME |
0.28%
|
AUTOZONE INC
|
AZO |
0.27%
|
JOHNSON CONTROLS
|
JCI |
0.27%
|
ZOETIS INC
|
ZTS |
0.27%
|
DELL TECHN-C
|
DELL |
0.27%
|
THE CIGNA GROUP
|
CI |
0.27%
|
APOLLO GLOBAL MA
|
APO |
0.27%
|
ELECTRONIC ARTS
|
EA |
0.27%
|
UBIQUITI INC
|
UI |
0.27%
|
CINTAS CORP
|
CTAS |
0.26%
|
MICROCHIP TECH
|
MCHP |
0.26%
|
AON PLC-CLASS A
|
AON |
0.26%
|
MARRIOTT INTL-A
|
MAR |
0.26%
|
INTERACTIVE BROK
|
IBKR |
0.25%
|
PARKER HANNIFIN
|
PH |
0.24%
|
INTEL CORP
|
INTC |
0.24%
|
ELEVANCE HEALTH
|
ELV |
0.24%
|
JABIL INC
|
JBL |
0.24%
|
BRISTOL-MYER SQB
|
BMY |
0.24%
|
CAPITAL ONE FINA
|
COF |
0.24%
|
FISERV INC
|
FI |
0.24%
|
UNITED AIRLINES
|
UAL |
0.23%
|
ILLINOIS TOOL WO
|
ITW |
0.23%
|
SHERWIN-WILLIAMS
|
SHW |
0.23%
|
JONES LANG LASAL
|
JLL |
0.23%
|
PINTEREST INC -A
|
PINS |
0.22%
|
ECOLAB INC
|
ECL |
0.22%
|
CARDINAL HEALTH
|
CAH |
0.22%
|
AUTODESK INC
|
ADSK |
0.22%
|
MONSTER BEVERAGE
|
MNST |
0.22%
|
OTIS WORLDWI
|
OTIS |
0.22%
|
CHARTER COMMUN-A
|
CHTR |
0.22%
|
INTERDIGITAL INC
|
IDCC |
0.22%
|
BORGWARNER INC
|
BWA |
0.21%
|
ROYAL CARIBBEAN
|
RCL |
0.21%
|
NEWS CORP-CL A
|
NWSA |
0.21%
|
BANK NY MELLON
|
BK |
0.21%
|
GODADDY INC-A
|
GDDY |
0.21%
|
NASDAQ INC
|
NDAQ |
0.21%
|
PAYPAL HOLDINGS
|
PYPL |
0.21%
|
WARNER BROS DISC
|
WBD |
0.21%
|
ROSS STORES INC
|
ROST |
0.2%
|
US BANCORP
|
USB |
0.2%
|
TRANSDIGM GROUP
|
TDG |
0.2%
|
EBAY INC
|
EBAY |
0.2%
|
MONOLITHIC POWER
|
MPWR |
0.2%
|
UNITED PARCEL-B
|
UPS |
0.2%
|
METTLER-TOLEDO
|
MTD |
0.19%
|
HUMANA INC
|
HUM |
0.19%
|
CHUBB LTD
|
CB |
0.19%
|
NORFOLK SOUTHERN
|
NSC |
0.19%
|
EDWARDS LIFE
|
EW |
0.19%
|
3M CO
|
MMM |
0.19%
|
LOCKHEED MARTIN
|
LMT |
0.19%
|
COPART INC
|
CPRT |
0.18%
|
ZEBRA TECH CORP
|
ZBRA |
0.18%
|
MSCI INC
|
MSCI |
0.18%
|
RESMED INC
|
RMD |
0.18%
|
WILLIAMS-SONOMA
|
WSM |
0.18%
|
CUMMINS INC
|
CMI |
0.18%
|
ROKU INC
|
ROKU |
0.18%
|
KEYSIGHT TEC
|
KEYS |
0.18%
|
CARRIER GLOB
|
CARR |
0.17%
|
PNC FINANCIAL SE
|
PNC |
0.17%
|
NETAPP INC
|
NTAP |
0.17%
|
VERTEX PHARM
|
VRTX |
0.17%
|
CSX CORP
|
CSX |
0.17%
|
WORKDAY INC-A
|
WDAY |
0.17%
|
HERSHEY CO/THE
|
HSY |
0.17%
|
TRACTOR SUPPLY
|
TSCO |
0.16%
|
KEURIG DR PEPPER
|
KDP |
0.16%
|
KROGER CO
|
KR |
0.16%
|
AXON ENTERPRISE
|
AXON |
0.16%
|
WILLIAMS COS INC
|
WMB |
0.16%
|
SYSCO CORP
|
SYY |
0.16%
|
DOMINION ENERGY
|
D |
0.15%
|
ZILLOW GROUP INC - A
|
ZG |
0.15%
|
FORTINET INC
|
FTNT |
0.15%
|
AIR PRODS & CHEM
|
APD |
0.15%
|
YUM! BRANDS INC
|
YUM |
0.14%
|
CHIPOTLE MEXICAN
|
CMG |
0.14%
|
PUB SERV ENTERP
|
PEG |
0.14%
|
TRUIST FINANCIAL
|
TFC |
0.14%
|
EXPEDITORS INTL
|
EXPD |
0.14%
|
EOG RESOURCES
|
EOG |
0.14%
|
HILTON WORLDWIDE
|
HLT |
0.14%
|
FOX CORP - A
|
FOXA |
0.14%
|
ARTHUR J GALLAGH
|
AJG |
0.13%
|
SCHLUMBERGER LTD
|
SLB |
0.13%
|
BEST BUY CO INC
|
BBY |
0.13%
|
OLD DOMINION FRT
|
ODFL |
0.13%
|
AMERICAN WATER W
|
AWK |
0.13%
|
AMERIPRISE FINAN
|
AMP |
0.13%
|
HOWMET AEROSPACE
|
HWM |
0.13%
|
HP INC
|
HPQ |
0.12%
|
FOX CORP - B
|
FOX |
0.12%
|
SPROUTS FARMERS
|
SFM |
0.12%
|
GE HEALTHCARE TE
|
GEHC |
0.12%
|
ROPER TECHNOLOGI
|
ROP |
0.12%
|
DEXCOM
|
DXCM |
0.12%
|
VERISK ANALYTI
|
VRSK |
0.11%
|
WATERS CORP
|
WAT |
0.11%
|
KINDER MORGAN IN
|
KMI |
0.1%
|
DECKERS OUTDOOR
|
DECK |
0.09%
|
COLGATE-PALMOLIV
|
CL |
0.08%
|
CARMAX INC
|
KMX |
0.08%
|
GARTNER INC
|
IT |
0.06%
|
MOLINA HEALTHCAR
|
MOH |
0.05%
|
US DOLLARS
|
USD |
0%
|
Receivables/Payables
|
RECPAY |
-0.02%
|
| Sector | Weight |
|---|---|
|
Information Technology
|
41.53% |
|
Financials
|
12.03% |
|
Consumer discretionary
|
11.49% |
|
Communication services
|
9.50% |
|
Industrials
|
8.55% |
|
All Others
|
16.91% |
Unified Series Trust (OALC) share price today is $40.8526.
Yes, Indians can buy shares of Unified Series Trust (OALC) on Vested. To buy OALC from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Unified Series Trust (OALC) on Vested. You can start investing in Unified Series Trust (OALC) with a minimum investment of $1.
The 52-week high price of Unified Series Trust (OALC) is $41.27. The 52-week low price of Unified Series Trust (OALC) is $32.21.
The stock symbol (or ticker) of Unified Series Trust is OALC.
Yes, you can setup SIP in Unified Series Trust shares. Follow the below steps to create the SIP:
Here is the historical performance of OALC on the Vested app.
The expense ratio of Unified Series Trust (OALC) is 0.86%.
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