OOO

Harris Oakmark ETF Trust Oakmark U.S. Large Cap ETF

No trades
See on Supercharts

Key stats


Assets under management (AUM)
‪35.50 M‬USD
Fund flows (1Y)
‪10.52 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.10%

About Harris Oakmark ETF Trust Oakmark U.S. Large Cap ETF


Issuer
BPCE SA
Brand
Oakmark
Expense ratio
0.59%
Home page
Inception date
Dec 3, 2024
Index tracked
No Underlying Index
Management style
Active
OAKM seeks to provide long-term capital appreciation by actively investing in a narrow portfolio of US large-cap equities. The fund considers a company as large-cap based on the market capitalization range in the Russell 1000 Index. In selecting investments, the adviser utilizes a bottom-up, value investing approach. It considers factors such as free cash flows, earnings growth expectations, and company management to identify quality companies trading at a discount. Independent, in-house research is used by the fund to assess each company. The adviser typically sets specific buy and sell targets for each stock the fund holds. As part of the adviser's strategy, the portfolio generally comprises a very small number of fewer than 40 stocks.
Displays a symbol's price movements over previous years to identify recurring trends.