OAKM ETF Analysis: Oakmark U.S. Large Cap | NYSE
Large Value | NYSE, USA | Market Cap: 1.089m USD | 12M Return: 13.4% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 4.18M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 1.6 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Oakmark U.S. Large Cap ETF (OAKM) is structured to invest at least 80% of its net assets in securities of U.S. large-capitalization companies, primarily through a diversified portfolio of common stocks. The fund defines large-cap companies as those whose market capitalizations are no smaller than the smallest constituent of the Russell 1000 Index, a benchmark that tracks the 1,000 largest publicly traded U.S. companies by market value. This methodology ensures exposure to established, industry-leading U.S. corporations across multiple sectors of the economy.
As an ETF listed on the NYSE, OAKM offers investors intraday trading flexibility and transparent holdings, distinguishing it from traditional mutual funds. The funds classification as a Large Value ETF reflects an investment approach that seeks companies trading at discounts relative to their fundamental metrics, a style historically associated with Harris Associates Oakmark brand and its long-standing focus on identifying undervalued, high-quality businesses.
- Value stocks outperform growth amid shifting rate expectations
- Financials and energy overweight lifts relative returns
- Fund inflows expand AUM past $1 billion milestone
As of July 28, 2026, the stock is trading at USD 29.61 with a total of 93,146 shares traded. Over the past week, the price has changed by +1.14%, over one month by +4.37%, over three months by +5.15% and over the past year by +13.44%.
Current recommended Stop Loss: 29.20 (which is 1.4% or 1.3 ATR below the current price).
Oakmark U.S. Large Cap has no consensus analysts rating.