OAKM ETF
Oakmark US Large Cap ETF
OAKM ETF Overview
OAKM ETF (Oakmark US Large Cap ETF) is managed by Oakmark Funds with $1.11B in net assets. OAKM expense ratio is 0.59%, holding 40 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-12-03.
OAKM performance shows a YTD return of -0.81%. The 1-year return is 10.60%. OAKM dividend yield stands at 0.67%, paid annually.
OAKM top holdings include State Street Corp Preferred Stock 5.25 (4.0%), Citibank N.A. (3.7%), Targa Resources Corp. (3.6%), Bank Of America Corp. (3.6%), Keurig Dr Pepper Inc. (3.5%). View all OAKM holdings, sector breakdown, or dividend history.
OAKM can be compared against other funds using the overlap calculator or side-by-side comparison tool. OAKM alternatives are available via the screener, along with tax-loss harvesting opportunities.