(OALC) Unified Series Trust - Ratings and Ratios

The Unified Series Trust (NYSE ARCA: OALC) is an exchange-traded fund (ETF) designed to provide exposure to large-cap equity securities, primarily those of companies domiciled in the United States. Under normal market conditions, the fund allocates at least 80% of its net assets (plus borrowings for investment purposes) to common stocks of large-capitalization companies. Its investment strategy is centered on tracking the performance of the S&P 500 Index, a widely recognized benchmark for U.S. large-cap equities. The fund operates with a passive investment approach, aiming to replicate the returns of the S&P 500 Index by holding a diversified portfolio of its constituent securities.

As of the latest available data, the fund has assets under management (AUM) of $134.78 million USD, indicating a moderate scale of operations within the ETF universe. Its average trading volume over the past 20 days is approximately 33,078 shares, reflecting moderate liquidity. The funds current price is $29.31, with key technical indicators showing a short-term moving average (SMA 20) of $30.47, a medium-term SMA of $30.33, and a long-term SMA of $29.00. The Average True Range (ATR) of 0.35 suggests relatively low volatility in recent trading activity.

3-Month Forecast: Based on the provided technical and fundamental data, the fund is expected to face headwinds in the short term due to its current price trading below its SMA 20 and SMA 50. This indicates potential weakness in the near term. However, the SMA 200 at $29.00 may act as a support level, limiting downside risks. The low ATR of 0.35 suggests that price movements will likely remain contained, with resistance expected at the SMA 50 level of $30.33. Fundamentals such as the U.S. economic outlook, corporate earnings, and broader market sentiment will play a critical role in shaping the funds performance over the next quarter.