(OALC) Unified Series Trust - Overview
Exchange: NYSE ARCA •
Country: USA •
Currency: USD •
Type: Etf •
ISIN: US90470L5277
Etf: Large-Cap, Equity, Stocks, S&P 500, U.S
Total Rating 47
Risk 64
Buy Signal 0.29
Dividends
| Dividend Yield | 0.60% |
| Yield on Cost 5y | 0.88% |
| Yield CAGR 5y | 97.96% |
| Payout Consistency | 91.7% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 15.7% |
| Relative Tail Risk | 3.80% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.78 |
| Alpha | 3.82 |
| Character TTM | |
|---|---|
| Beta | 0.908 |
| Beta Downside | 0.874 |
| Drawdowns 3y | |
|---|---|
| Max DD | 17.64% |
| CAGR/Max DD | 1.06 |
Description: OALC Unified Series Trust January 17, 2026
Unified Series Trust’s OALC ETF seeks to replicate the performance of the S&P 500 by allocating at least 80 % of its net assets (plus any investment-purpose borrowings) to U.S. large-cap common equities, effectively mirroring the index’s composition.
Key metrics as of the latest filing: expense ratio 0.15 %, average daily trading volume ≈ 300,000 shares, and a 30-day SEC yield of roughly 1.3 %. The fund’s sector exposure aligns closely with the S&P 500, with information technology (~27 %) and health care (~14 %) driving the bulk of returns, while its beta of ~1.00 indicates near-perfect correlation to the broader market.
For a deeper, data-driven analysis of OALC’s risk-adjusted performance, you may find ValueRay’s toolkit useful.
What is the price of OALC shares?
As of February 07, 2026, the stock is trading at USD 36.12 with a total of 46,414 shares traded.
Over the past week, the price has changed by -0.07%, over one month by -0.24%, over three months by +4.27% and over the past year by +17.84%.
Over the past week, the price has changed by -0.07%, over one month by -0.24%, over three months by +4.27% and over the past year by +17.84%.
Is OALC a buy, sell or hold?
Unified Series Trust has no consensus analysts rating.
What are the forecasts/targets for the OALC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 41.8 | 15.8% |
OALC Fundamental Data Overview February 02, 2026
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 202.0m USD (202.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 202.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 202.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.26% (E(202.0m)/V(202.0m) * Re(9.26%) + (debt-free company))
Discount Rate = 9.26% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 202.0m USD (202.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 202.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 202.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.26% (E(202.0m)/V(202.0m) * Re(9.26%) + (debt-free company))
Discount Rate = 9.26% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)