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OAKM

Oakmark U.S. Large Cap ETF

Feb 23 • 04:00PM ET

28.11

-0.55 -1.92 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - US Style	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	13.61%	Total Holdings	40	Perf Week	-0.64%
Sponsor	Oakmark	ETF Type		Tags	equity	Return% 3Y	-	AUM	1.08B	Perf Month	-1.71%
Fund Family		Bond Type		Tags	large-cap	Return% 5Y	-	NAV/sh		Perf Quarter	7.17%
Index	-	Average Maturity		Tags	Russell-1000	Return% 10Y		52W High	29.22 -3.80%	Perf Half Y	7.99%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	21.00 33.83%	Perf YTD	-0.88%
Active/Passive		Quant Type		Tags	-	Flows% 1M	1.46%	Volatility	1.30% 1.30%	Perf Year	12.62%
Dividend TTM	0.19 (0.68%)	ESG Type		Tags	-	Flows% 3M	29.70%	ATR (14)	0.40	Perf 3Y	-
Dividend Ex-Date	Dec 10, 2025	Dividend Type		Sector/Theme		Flows% YTD	14.12%	RSI (14)	44.28	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.62	Perf 10Y	-
Expense	0.59%	Growth/Value		SMA20	-1.37%	Flows% 3Y		Rel Volume	0.25	Prev Close	28.66
Inverse/Leveraged		Market Cap		SMA50	-1.46%	Flows% 5Y		Avg Volume	365.07K	Price	28.11
IPO	Dec 03, 2024	Option/Short	No / Yes	SMA200	5.38%	Trades		Volume	91,734	Change	-1.92%

Feb-05-26 07:50AM	These 6 great stocks are bargain-priced right now - and a much better bet than Big Tech (MarketWatch)
Sep-30-25 09:45AM	Think Stocks Are Expensive? Top-Performing Fund Manager Bill Nygren Says This Is Where to Look For Great Investment Opportunities (Motley Fool)
Dec-03-24 01:26PM	Harris Associates L.P. Announces Launch of Oakmark U.S. Large Cap ETF (PR Newswire)

Oakmark U.S. Large Cap ETF seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings made for investment purposes) in securities of U.S. large capitalization companies. The fund invests primarily in a diversified portfolio of common stocks of U.S. large capitalization companies. A large capitalization company is one whose market capitalizations is not smaller than the smallest market capitalization of a company in the Russell 1000 Index.

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OAKM

Oakmark U.S. Large Cap ETF

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