OAKM ETF
Oakmark US Large Cap ETF

OAKM ETF Overview
OAKM ETF (Oakmark US Large Cap ETF) is managed by Oakmark Funds with $1.05B in net assets. OAKM expense ratio is 0.59%, holding 40 positions across sectors including Financials, Energy, Information Technology. Inception date: 2024-12-03.
OAKM performance shows a YTD return of -2.46%. The 1-year return is 15.41%. OAKM dividend yield stands at 0.68%, paid annually.
OAKM top holdings include Conocophillips Common Stock USD 0.01 (4.9%), Targa Resources Corp Preferred (4.4%), State Street Corp. (4.0%), Phillips 66 (3.7%), Citigroup Inc. (3.7%). 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.