OACPOneAscent Core Plus Bond ETF
OACP Fund Description
OACP is an actively managed fund that provides exposure to debt securities of any maturity while applying special consideration to values-based and proprietary impact criteria.
OACP Factset Analytics Insight
OACP holds a diversified portfolio focused on investment-grade US bonds of any type or maturity. The fund may still also invest, to a lesser degree, in non-US and high-yield bonds. The fund considers values-based screens and impact framework criteria in its selection process. The values-based filters remove issuers whose principal business activities and practices are believed to harm stakeholders (e.g., such as abortion, addictive products, patterns of severe ethics controversies, etc). The sub-advisor’s proprietary impact framework analyzes securities perceived to potentially have social or environmental benefits, such as those that provide finance initiatives in community and economic development, environment, etc. Asset-backed securities are not subject to values-based screening or impact criteria. The fund may use trading techniques such as “mortgage rolls” and relative value trading. The fund may also purchase and sell futures, options, swaps, forwards and other fixed-income derivative instruments.
OACP Summary Data
OACP Portfolio Data
OACP Index Data
OACP Portfolio Management
OACP Tax Exposures
OACP Fund Structure
OACP Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of OACP. OACP is rated a N/A out of 5.
OACP Sector/Industry Breakdown
OACP Top 10 Holdings[View All]
OACP Performance Statistics
OACP Holdings Statistics
OACP Avg Life Maturity Distribution
OACP OAS Breakdown
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.