Unified Series Financials
| OALC Etf | USD 30.62 0.15 0.49% |
Net Expense Ratio 0.0086 |
Unified |
The data published in Unified Series' official financial statements typically reflect Unified Series' business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Unified Series' quantitative information. For example, before you start analyzing numbers published by Unified accountants, it's essential to understand Unified Series' liquidity, profitability, and earnings quality within the context of the OneAscent Investment ETF space in which it operates.
Please note, the presentation of Unified Series' financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Unified Series' management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Unified Series' management manipulating its earnings.
Unified Series Etf Summary
Unified Series competes with Nuveen Growth, Pacer Funds, Nuveen Winslow, Nushares ETF, and Putnam Focused. The Adviser seeks to achieve the funds investment objective by applying the advisers proprietary OneAscent Navigator process to a pre-screened subset of U.S. companies with large market capitalizations. Oneascent Large is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US90470L5277 |
| CUSIP | 90470L527 |
| Region | North America |
| Investment Issuer | OneAscent Investment Solutions |
| Etf Family | OneAscent Investment ETF |
| Fund Category | Size and Style |
| Portfolio Concentration | Large Cap |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Unified Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Unified Series's current stock value. Our valuation model uses many indicators to compare Unified Series value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Unified Series competition to find correlations between indicators driving Unified Series's intrinsic value. More Info.Unified Series Trust is rated number one ETF in one year return as compared to similar ETFs. It also is rated number one ETF in three year return as compared to similar ETFs reporting about 0.27 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Unified Series Trust is roughly 3.69 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Unified Series' earnings, one of the primary drivers of an investment's value.Unified Series Trust Systematic Risk
Unified Series' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Unified Series volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Unified Series Trust correlated with the market. If Beta is less than 0 Unified Series generally moves in the opposite direction as compared to the market. If Unified Series Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Unified Series Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Unified Series is generally in the same direction as the market. If Beta > 1 Unified Series moves generally in the same direction as, but more than the movement of the benchmark.
About Unified Series Financials
What exactly are Unified Series Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Unified Series' income statement, its balance sheet, and the statement of cash flows. Potential Unified Series investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Unified Series investors may use each financial statement separately, they are all related. The changes in Unified Series's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Unified Series's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.Unified Series Thematic Clasifications
Unified Series Trust is part of several thematic ideas from Size And Style ETFs to Large Cap ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasUnified Series November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Unified Series help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Unified Series Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Unified Series Trust based on widely used predictive technical indicators. In general, we focus on analyzing Unified Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Unified Series's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7683 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.24 | |||
| Value At Risk | (1.22) | |||
| Potential Upside | 1.13 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Unified Series Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of Unified Series Trust is measured differently than its book value, which is the value of Unified that is recorded on the company's balance sheet. Investors also form their own opinion of Unified Series' value that differs from its market value or its book value, called intrinsic value, which is Unified Series' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Unified Series' market value can be influenced by many factors that don't directly affect Unified Series' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Unified Series' value and its price as these two are different measures arrived at by different means. Investors typically determine if Unified Series is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unified Series' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.