(OAKM) Harris Oakmark Trust - Overview
ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 1.058m USD | Total Return: 15.4% in 12m
Avg Turnover: 5.04M
Warnings
Choppy
Tailwinds
No distinct edge detected
The Harris Oakmark ETF (OAKM) focuses on a diversified portfolio of U.S. large-capitalization common stocks. Under normal market conditions, the fund allocates at least 80% of its net assets to companies with market values equal to or greater than the smallest constituent of the Russell 1000 Index.
The fund operates within the Large Value category, a sector characterized by mature companies that often trade at lower price-to-earnings or price-to-book ratios relative to the broader market. This business model typically targets undervalued firms with stable cash flows and established competitive advantages. Investors may find it useful to check ValueRay for deeper insights into these fundamental metrics.
- US large-cap equity performance dictates net asset value fluctuations
- Management fee revenue scales directly with total assets under management
- Russell 1000 market volatility impacts investor capital inflows and outflows
- Federal Reserve interest rate policy influences valuation of core portfolio holdings
- Active management performance relative to passive benchmarks drives fund demand
As of May 26, 2026, the stock is trading at USD 28.13 with a total of 149,000 shares traded.
Over the past week, the price has changed by +1.88%,
over one month by -0.11%,
over three months by -1.40% and
over the past year by +15.37%.
Harris Oakmark Trust has no consensus analysts rating.