Oakmark U.S. Large Cap ETF (OAKM) Research

Under typical conditions, the fund dedicates a minimum of 80% of its net assets (along with any borrowed capital used for investment) to the securities of large U.S. corporations. Its primary strategy involves assembling a diverse portfolio comprised of common stocks issued by these significant American companies. A large capitalization company is defined as one whose market value is equivalent to or exceeds that of the smallest company within the Russell 1000 Index.

Market snapshot

Symbol
OAKM
Price
$27.75
Day change
-0.36%
Market cap
$1.0B
52-week range
24.72-29.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares International Dividend Active ETF (BIDD)
  • Invesco Dorsey Wright SmallCap Momentum ETF (DWAS)
  • Invesco Russell 1000 Equal Weight ETF (EQAL)
  • Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC)
  • John Hancock Investments - Multifactor Small Cap ETF (JHSC)
  • State Street SPDR S&P North American Natural Resources ETF (NANR)
  • Opus Small Cap Value ETF (OSCV)
  • NYLI Hedge Multi-Strategy Tracker ETF (QAI)

Open Oakmark U.S. Large Cap ETF (OAKM) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.