OAKM

Oakmark U.S. Large Cap ETF

$32.10

0.34%
CategoryUS Large Cap Blend

Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings made for investment purposes) in securities of U.S. large capitalization companies. The fund invests primarily in a diversified portfolio of common stocks of U.S. large capitalization companies. A large capitalization company is one whose market capitalizations is not smaller than the smallest market capitalization of a company in the Russell 1000 Index.

Source: Yahoo Finance
Q-Score37/ 100
Net Assets$1.2B
P/E34.07
Dividend Yield0.61%
52-Week Range—
Expense Ratio0.59%
1Y Return+18.9%
Beta0.71
AI summary

Price & performance

1M+6.9%
3M+4.2%
YTD+10.5%
1Y+18.9%
52-week range—
Beta0.71
Full chart and returns against a benchmark

Q-Score

37/ 100

Quality against peers; 50 is the peer median.

Growth31
Risk54
Performance46
Valuation54
Profitability37
Leverage33
Sentiment46
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.59%
Net assets$1.2B
1-year return+18.9%
Top-10 coverage40.8%
Dividend yield0.61%
Concentration and breadth