(OAKM) Oakmark U.S. Large Cap - NYSE
ETF Category: Large Value | Exchange: NYSE (USA) | Market Cap: 1.070m USD | Total Return: 13.2% in 12m
Avg Turnover: 4.58M
Warnings
Choppy
Tailwinds
No distinct edge detected
The Oakmark U.S. Large Cap ETF (OAKM) focuses on a diversified portfolio of domestic equities, mandating that at least 80% of its net assets be invested in large-capitalization companies. The fund defines its investment universe by the constituents of the Russell 1000 Index, targeting businesses with established market positions and significant scale.
Operating within the Large Value category, the fund typically seeks undervalued securities that trade at a discount to their intrinsic worth. This investment style often prioritizes companies with stable cash flows and tangible assets, which can provide a defensive buffer during periods of high market volatility. You can analyze these valuation metrics further on ValueRay to see how they align with your portfolio goals.
As an actively managed ETF launched in late 2024, OAKM applies a fundamental research approach to select stocks rather than tracking a passive index. This strategy allows the fund to adjust sector weightings based on perceived risk-reward profiles rather than market-cap weighting alone.
- Value-oriented stock selection drives performance relative to Russell 1000 benchmarks
- Financial and energy sector overweighting increases sensitivity to cyclical macro shifts
- Active management fees and expense ratios impact net asset value growth
- Concentrated portfolio strategy increases volatility versus passive large-cap index funds
As of June 09, 2026, the stock is trading at USD 28.08 with a total of 87,098 shares traded.
Over the past week, the price has changed by -0.99%,
over one month by +0.93%,
over three months by +1.56% and
over the past year by +13.18%.
Oakmark U.S. Large Cap has no consensus analysts rating.