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OAKM

Oakmark U.S. Large Cap ETF

Nov 26 • 04:00PM ET

27.11

+0.11 0.41 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - US Style	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	-	Total Holdings	38	Perf Week	3.35%
Sponsor	Oakmark	ETF Type		Tags	equity	Return% 3Y	-	AUM	796.50M	Perf Month	-0.40%
Fund Family		Bond Type		Tags	large-cap	Return% 5Y	-	NAV/sh		Perf Quarter	1.88%
Index	-	Average Maturity		Tags	Russell-1000	Return% 10Y		52W High	27.44 -1.20%	Perf Half Y	10.77%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	21.00 29.07%	Perf YTD	15.32%
Active/Passive		Quant Type		Tags	-	Flows% 1M	6.14%	Volatility	1.52% 1.28%	Perf Year	-
Dividend TTM	0.01 (0.04%)	ESG Type		Tags	-	Flows% 3M	24.85%	ATR (14)	0.36	Perf 3Y	-
Dividend Ex-Date	Dec 30, 2024	Dividend Type		Sector/Theme		Flows% YTD	580.87%	RSI (14)	59.76	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	-	Perf 10Y	-
Expense	0.59%	Growth/Value		SMA20	2.16%	Flows% 3Y		Rel Volume	1.59	Prev Close	27.00
Inverse/Leveraged		Market Cap		SMA50	1.72%	Flows% 5Y		Avg Volume	246.31K	Price	27.11
IPO	Dec 03, 2024	Option/Short	No / Yes	SMA200	6.79%	Trades		Volume	392,528	Change	0.41%

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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Black Swan Sale

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OAKM

Oakmark U.S. Large Cap ETF

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