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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 | 2.41% | 1.4% |
| 1-Month Return | 1.54% | 1.17% |
| 3-Month Return | 3.67% | 3.14% |
| 6-Month Return | 20.74% | 17.61% |
| 1-Year Return | 20.13% | 15.37% |
| 3-Year Return | 86.74% | 80.54% |
| 5-Year Return | 68.56% | 78.16% |
| Time Frame | OALC | S&P500 |
|---|---|---|
| 1-Week Return | 246.16% | 106.46% |
| 1-Month Return | 20.43% | 15.20% |
| 3-Month Return | 15.74% | 13.36% |
| 6-Month Return | 46.55% | 38.95% |
| 1-Year Return | 20.13% | 15.37% |
| 3-Year Return | 23.14% | 21.77% |
| 5-Year Return | 11.01% | 12.24% |
| Stock name | Ticker | Weight |
|---|---|---|
NVIDIA Corporation | NVDA | 8.46% |
Microsoft Corporation | MSFT | 6.31% |
Amazon.com, Inc. | AMZN | 3.79% |
Alphabet, Inc. | GOOGL | 3.2% |
Broadcom, Inc. | AVGO | 2.63% |
Alphabet, Inc. | GOOG | 2.59% |
Micron Technology, Inc. | MU | 1.87% |
Eli Lilly & Company | LLY | 1.72% |
JPMorgan Chase & Company | JPM | 1.65% |
Advanced Micro Devices, Inc. | AMD | 1.55% |
Berkshire Hathaway, Inc. | BRK.B | 1.53% |
Cisco Systems, Inc. | CSCO | 1.44% |
Visa, Inc. | V | 1.28% |
ExxonMobil Holdings Corporation | XOM | 1.15% |
Coca-Cola Company (The) | KO | 1.09% |
Merck & Company, Inc. | MRK | 1.08% |
Mastercard, Inc. | MA | 0.99% |
Walmart, Inc. | WMT | 0.96% |
Motorola Solutions, Inc. | MSI | 0.91% |
Procter & Gamble Company (The) | PG | 0.89% |
Intel Corporation | INTC | 0.87% |
Bank of America Corporation | BAC | 0.86% |
BBH SWEEP VEHICLE | BBH.SWEEP.VEHICLE | 0.85% |
Home Depot, Inc. (The) | HD | 0.8% |
Arista Networks, Inc. | ANET | 0.75% |
Palantir Technologies, Inc. | PLTR | 0.73% |
Chevron Corporation | CVX | 0.72% |
Lam Research Corporation | LRCX | 0.71% |
Morgan Stanley | MS | 0.69% |
Applied Materials, Inc. | AMAT | 0.68% |
Caterpillar, Inc. | CAT | 0.66% |
Verizon Communications, Inc. | VZ | 0.64% |
McDonald's Corporation | MCD | 0.63% |
Union Pacific Corporation | UNP | 0.6% |
AT&T, Inc. | T | 0.58% |
Texas Instruments, Inc. | TXN | 0.58% |
Berkshire Hathaway, Inc. | BRK.A | 0.57% |
PepsiCo, Inc. | PEP | 0.57% |
Bristol-Myers Squibb Company | BMY | 0.56% |
Palo Alto Networks, Inc. | PANW | 0.54% |
Analog Devices, Inc. | ADI | 0.52% |
Abbott Laboratories | ABT | 0.51% |
Linde plc | LIN | 0.5% |
GE Aerospace Company | GE | 0.48% |
Sandisk Corp | SNDK | 0.47% |
NextEra Energy, Inc. | NEE | 0.47% |
Duke Energy Corporation | DUK | 0.46% |
Charles Schwab Corporation (The) | SCHW | 0.45% |
KLA Corporation | KLAC | 0.45% |
Crowdstrike Holdings, Inc. | CRWD | 0.45% |
Southern Company (The) | SO | 0.45% |
General Motors Company | GM | 0.44% |
GE Vernova, Inc. | GEV | 0.44% |
Seagate Technology Holdings plc | STX | 0.44% |
Booking Holdings, Inc. | BKNG | 0.44% |
Oracle Corporation | ORCL | 0.44% |
Airbnb, Inc. | ABNB | 0.43% |
RTX Corporation | RTX | 0.42% |
Amgen, Inc. | AMGN | 0.42% |
Uber Technologies, Inc. | UBER | 0.42% |
Amphenol Corporation | APH | 0.42% |
F5, Inc. | FFIV | 0.42% |
Eaton Corp plc | ETN | 0.41% |
Intercontinental Exchange, Inc. | ICE | 0.39% |
QUALCOMM, Inc. | QCOM | 0.39% |
Deere & Company | DE | 0.39% |
Dell Technologies, Inc. | DELL | 0.39% |
Corning, Inc. | GLW | 0.38% |
Gilead Sciences, Inc. | GILD | 0.38% |
Automatic Data Processing, Inc. | ADP | 0.38% |
Adobe, Inc. | ADBE | 0.37% |
Marvell Technology, Inc. | MRVL | 0.36% |
T-Mobile US, Inc. | TMUS | 0.36% |
Western Digital Corporation | WDC | 0.36% |
CSX Corporation | CSX | 0.35% |
Lowe's Companies, Inc. | LOW | 0.34% |
Bank of New York Mellon Corporation (The) | BNY | 0.33% |
ServiceNow, Inc. | NOW | 0.33% |
AMETEK, Inc. | AME | 0.32% |
Stryker Corporation | SYK | 0.32% |
Teledyne Technologies, Inc. | TDY | 0.31% |
CME Group, Inc. | CME | 0.31% |
Emerson Electric Company | EMR | 0.31% |
Norfolk Southern Corporation | NSC | 0.3% |
Hewlett Packard Enterprise Company | HPE | 0.3% |
Vertex Pharmaceuticals, Inc. | VRTX | 0.3% |
IQVIA Holdings, Inc. | IQV | 0.3% |
Mondelez International, Inc. | MDLZ | 0.29% |
American Express Company | AXP | 0.29% |
Ford Motor Company | F | 0.29% |
Cintas Corporation | CTAS | 0.28% |
Waste Management, Inc. | WM | 0.28% |
Gentex Corporation | GNTX | 0.28% |
Blackstone, Inc. | BX | 0.27% |
Progressive Corporation (The) | PGR | 0.27% |
United Parcel Service, Inc. | UPS | 0.26% |
Hilton Worldwide Holdings, Inc. | HLT | 0.26% |
Ciena Corporation | CIEN | 0.26% |
International Business Machines Corporation | IBM | 0.26% |
NetApp, Inc. | NTAP | 0.26% |
Zebra Technologies Corporation | ZBRA | 0.25% |
DoorDash, Inc. | DASH | 0.25% |
Lear Corporation | LEA | 0.25% |
CBRE Group, Inc. | CBRE | 0.25% |
Zoetis, Inc. | ZTS | 0.25% |
Illinois Tool Works, Inc. | ITW | 0.25% |
Cadence Design Systems, Inc. | CDNS | 0.24% |
Synopsys, Inc. | SNPS | 0.24% |
Dominion Energy, Inc. | D | 0.24% |
Fortinet, Inc. | FTNT | 0.24% |
Marriott International Inc | MAR | 0.24% |
Boston Scientific Corporation | BSX | 0.24% |
Nasdaq, Inc. | NDAQ | 0.23% |
Labcorp Holdings, Inc. | LH | 0.23% |
US Bancorp | USB | 0.22% |
O'Reilly Automotive, Inc. | ORLY | 0.22% |
Cigna Group (The) | CI | 0.22% |
Warner Bros Discovery, Inc. | WBD | 0.22% |
Jabil, Inc. | JBL | 0.22% |
Agilent Technologies, Inc. | A | 0.22% |
Chubb Ltd. | CB | 0.22% |
3M Company | MMM | 0.21% |
Intuit, Inc. | INTU | 0.21% |
Edwards Lifesciences Corporation | EW | 0.21% |
Delta Air Lines, Inc. | DAL | 0.21% |
HP, Inc. | HPQ | 0.21% |
BorgWarner, Inc. | BWA | 0.21% |
Johnson Controls International plc | JCI | 0.2% |
Parker-Hannifin Corporation | PH | 0.2% |
General Dynamics Corporation | GD | 0.2% |
Republic Services, Inc. | RSG | 0.2% |
Roper Technologies, Inc. | ROP | 0.2% |
S&P Global, Inc. | SPGI | 0.2% |
Ross Stores, Inc. | ROST | 0.2% |
Ameriprise Financial, Inc. | AMP | 0.2% |
Regeneron Pharmaceuticals, Inc. | REGN | 0.19% |
PNC Financial Services Group, Inc. (The) | PNC | 0.19% |
Flex Ltd. | FLEX | 0.19% |
Dolby Laboratories, Inc. | DLB | 0.19% |
Valero Energy Corporation | VLO | 0.19% |
Autodesk, Inc. | ADSK | 0.19% |
Newmont Corporation | NEM | 0.19% |
Interactive Brokers Group, Inc. | IBKR | 0.19% |
Omnicom Group, Inc. | OMC | 0.19% |
Capital One Financial Corporation | COF | 0.19% |
VeriSign, Inc. | VRSN | 0.19% |
Constellation Energy Corporation | CEG | 0.18% |
Lumentum Holdings, Inc. | LITE | 0.18% |
ConocoPhillips | COP | 0.18% |
IDEXX Laboratories, Inc. | IDXX | 0.18% |
Marathon Petroleum Corporation | MPC | 0.18% |
AppLovin Corporation | APP | 0.18% |
Ubiquiti, Inc. | UI | 0.18% |
Xcel Energy, Inc. | XEL | 0.17% |
State Street Corporation | STT | 0.17% |
PACCAR, Inc. | PCAR | 0.17% |
Marsh & McLennan Companies, Inc. | MRSH | 0.16% |
Lockheed Martin Corporation | LMT | 0.16% |
Crown Castle, Inc. | CCI | 0.16% |
Rockwell Automation, Inc. | ROK | 0.16% |
Veeva Systems, Inc. | VEEV | 0.16% |
Viavi Solutions, Inc. | VIAV | 0.16% |
Robinhood Markets, Inc. | HOOD | 0.16% |
AutoZone, Inc. | AZO | 0.16% |
Elevance Health, Inc. | ELV | 0.16% |
Arrow Electronics, Inc. | ARW | 0.16% |
ResMed, Inc. | RMD | 0.16% |
Monolithic Power Systems, Inc. | MPWR | 0.15% |
InterDigital, Inc. | IDCC | 0.15% |
Expedia Group, Inc. | EXPE | 0.15% |
Copart, Inc. | CPRT | 0.15% |
FedEx Corporation | FDX | 0.15% |
SLB Ltd. | SLB | 0.15% |
TD SYNNEX Corporation | SNX | 0.15% |
Cummins, Inc. | CMI | 0.15% |
Datadog, Inc. | DDOG | 0.15% |
Phillips 66 | PSX | 0.15% |
News Corporation | NWSA | 0.15% |
Sysco Corporation | SYY | 0.15% |
Chipotle Mexican Grill, Inc. | CMG | 0.14% |
Northern Trust Corporation | NTRS | 0.14% |
WW Grainger, Inc. | GWW | 0.14% |
Honeywell International, Inc. | HON | 0.14% |
Keysight Technologies, Inc. | KEYS | 0.14% |
MetLife, Inc. | MET | 0.14% |
Expeditors International of Washington, Inc. | EXPD | 0.14% |
GoDaddy, Inc. | GDDY | 0.13% |
T Rowe Price Group, Inc. | TROW | 0.13% |
Vertiv Holdings Company | VRT | 0.13% |
Quest Diagnostics, Inc. | DGX | 0.13% |
News Corporation | NWS | 0.13% |
Microchip Technology, Inc. | MCHP | 0.13% |
Quanta Services, Inc. | PWR | 0.13% |
Archer-Daniels-Midland Company | ADM | 0.13% |
Extreme Networks, Inc. | EXTR | 0.12% |
Xylem Inc | XYL | 0.12% |
Royal Caribbean Cruises Ltd. | RCL | 0.12% |
Moody's Corporation | MCO | 0.12% |
Apollo Global Management, Inc. | APO | 0.11% |
Williams Companies, Inc. (The) | WMB | 0.11% |
Dorman Products, Inc. | DORM | 0.11% |
Jones Lang LaSalle, Inc. | JLL | 0.11% |
Northrop Grumman Corporation | NOC | 0.11% |
Public Service Enterprise Group, Inc. | PEG | 0.1% |
eBay, Inc. | EBAY | 0.1% |
Nucor Corporation | NUE | 0.1% |
Zillow Group, Inc. | Z | 0.1% |
Aon plc | AON | 0.1% |
Vistra Corporation | VST | 0.09% |
Carrier Global Corporation | CARR | 0.09% |
Sirius XM Holdings, Inc. | SIRI | 0.09% |
Howmet Aerospace, Inc. | HWM | 0.08% |
US DOLLARS | US.DOLLARS | 0.02% |
Receivables/Payables | Receivables.Payables | -0.01% |
| Sector | Weight |
|---|---|
|
Information Technology | 40.86% |
|
Financials | 12.96% |
|
Consumer discretionary | 9.97% |
|
Industrials | 9.30% |
|
Communication services | 8.56% |
|
All Others | 18.35% |
Unified Series Trust (OALC) share price today is $42.1104.
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 $42.7. The 52-week low price of Unified Series Trust (OALC) is $33.37.
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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