NASDAQ
OASC is an actively managed fund that seeks to outperform the Bloomberg US 2500 Total Return Index. The fund invests in a US small- and mid-cap equity portfolio through an investment process aligned with the issuers defined positive values. The portfolio comprises approximately 200 equities and targets a 2.5% tracking err. In selecting equities, the adviser looks for investments that it believes will have a positive impact on the world. A proprietary corporate lifecycle screen quantitatively scores and ranks companies based on internal return on invested capital (ROIC) and asset growth rates to identify businesses at attractive stages of their lifecycle. The process also detects patterns of harmful business practices. As a result, the fund avoids investing in companies involved in abortion, adult entertainment, pornography, gambling, tobacco, cannabis, predatory lending, human rights violations, or severe ethical controversies.
Open
$29.74
Previous Close
$29.78
Day High
$29.78
Day Low
$29.62
52 Week High
$30.47
52 Week Low
$21.44
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