Oakmark U.S. Large Cap ETF (OAKM)
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Learn moreETF Summary
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.
ETF Overview
| Category | Large Value |
|---|---|
| Fund Family | Oakmark |
| Net Assets | 1.1B |
| YTD Daily Total Return | 10.01% |
| Yield | 0.65% |
| Legal Type | Exchange Traded Fund |
ETF Operations
| Attributes | OAKM | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.59% | 0.85% |
|
Holdings Turnover
|
11.00% | 57.01% |
|
Total Net Assets
|
88,159.78 | 88,159.78 |
Morningstar Style Box

