OAKM ETF
Oakmark US Large Cap ETF
OAKM ETF Overview
OAKM ETF (Oakmark US Large Cap ETF) is managed by Oakmark Funds with $1.16B in net assets. OAKM expense ratio is 0.59%, holding 41 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-12-03.
OAKM performance shows a YTD return of 6.16%. The 1-year return is 17.50%. OAKM dividend yield stands at 0.63%, paid annually.
OAKM top holdings include State Street Corp. (4.0%), Citigroup Inc. (3.7%), Targa Resources Corp Preferred (3.6%), Bank of America Corp.: Financials (3.6%), Keurig Dr Pepper Inc (kdp Us) (3.5%). Go to all OAKM holdings, OAKM sectors, or OAKM dividends.
OAKM can be compared against other funds. Use OAKM overlap to find shared positions, or OAKM vs another fund for a side-by-side view. OAKM alternatives are available via the screener, along with tax-loss harvesting opportunities.