OALC 📈 Unified Series Trust - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US90470L5277 • Large Blend
OALC: Large Cap, US, Equity, Stocks
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.
Additional Sources for OALC ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
OALC ETF Overview
| Market Cap in USD | 128m |
| Category | Large Blend |
| TER | 0.86% |
| IPO / Inception | 2021-11-15 |
OALC ETF Ratings
| Growth 5y | 45.8% |
| Fundamental | - |
| Dividend | 45.9% |
| Rel. Strength Industry | -19.9 |
| Analysts | - |
| Fair Price Momentum | 28.87 USD |
| Fair Price DCF | - |
OALC Dividends
| Dividend Yield 12m | 0.33% |
| Yield on Cost 5y | 0.40% |
| Annual Growth 5y | 92.59% |
| Payout Consistency | 75.0% |
OALC Growth Ratios
| Growth Correlation 3m | 83.3% |
| Growth Correlation 12m | 94.7% |
| Growth Correlation 5y | 73.3% |
| CAGR 5y | 6.42% |
| CAGR/Mean DD 5y | 0.70 |
| Sharpe Ratio 12m | 1.20 |
| Alpha | -4.26 |
| Beta | 0.96 |
| Volatility | 18.70% |
| Current Volume | 11.2k |
| Average Volume 20d | 13.1k |
What is the price of OALC stocks?
As of December 22, 2024, the stock is trading at USD 30.07 with a total of 11,217 shares traded.
Over the past week, the price has changed by -2.30%, over one month by -0.29%, over three months by +3.62% and over the past year by +21.97%.
As of December 22, 2024, the stock is trading at USD 30.07 with a total of 11,217 shares traded.
Over the past week, the price has changed by -2.30%, over one month by -0.29%, over three months by +3.62% and over the past year by +21.97%.
Is Unified Series Trust a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Unified Series Trust (NYSE ARCA:OALC) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 45.84 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OALC as of December 2024 is 28.87. This means that OALC is currently overvalued and has a potential downside of -3.99%.
Partly, yes. Based on ValueRay Analyses, Unified Series Trust (NYSE ARCA:OALC) is currently (December 2024) ok to buy, but has to be watched. It has a Growth Technical Rating of 45.84 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OALC as of December 2024 is 28.87. This means that OALC is currently overvalued and has a potential downside of -3.99%.
Is OALC a buy, sell or hold?
Unified Series Trust has no consensus analysts rating.
Unified Series Trust has no consensus analysts rating.
What are the forecast for OALC stock price target?
According to ValueRays Forecast Model, OALC Unified Series Trust will be worth about 32.1 in December 2025. The stock is currently trading at 30.07. This means that the stock has a potential upside of +6.62%.
According to ValueRays Forecast Model, OALC Unified Series Trust will be worth about 32.1 in December 2025. The stock is currently trading at 30.07. This means that the stock has a potential upside of +6.62%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 32.1 | 6.6% |