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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 | 2% | 1.39% |
| 1-Month Return | 8.37% | 7.08% |
| 3-Month Return | 4.76% | 2.69% |
| 6-Month Return | 7.42% | 4.89% |
| 1-Year Return | 41.2% | 37.02% |
| 3-Year Return | 73.43% | 70.96% |
| 5-Year Return | 50.47% | 69.22% |
| Stock name | Ticker | Weight |
|---|---|---|
 NVIDIA Corporation | NVDA | 7.83% |
 Microsoft Corporation | MSFT | 5.31% |
 Amazon.com Inc | AMZN | 4.21% |
 Alphabet Inc Class A | GOOGL | 3.41% |
 Broadcom Inc | AVGO | 3.02% |
 Alphabet Inc Class C | GOOG | 2.79% |
 Cisco Systems Inc | CSCO | 1.66% |
 JPMorgan Chase & Co | JPM | 1.65% |
 Berkshire Hathaway Inc | BRK.B | 1.57% |
 Eli Lilly and Company | LLY | 1.44% |
| Sector | Weight |
|---|---|
|
Information Technology | 38.04% |
|
Financials | 12.86% |
|
Consumer discretionary | 12.25% |
|
Communication services | 9.94% |
|
Industrials | 8.86% |
|
All Others | 18.04% |
Unified Series Trust (OALC) share price today is $37.891.
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 $37.95. The 52-week low price of Unified Series Trust (OALC) is $27.49.
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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