Oakmark U.S. Large Cap ETF·Financial Services
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.
Financial Services
Asset Management
2024-12-03
0.65
Market Peers







Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant growth in short interest in March. As of March 13th, there was short interest totaling 72,421 shares, a growth of 255.0% from the February 26th total of 20,399 shares. Approximately 0.2% of the company's stock are short sold. Based on an average

Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM - Get Free Report) saw a significant increase in short interest during the month of February. As of February 27th, there was short interest totaling 20,399 shares, an increase of 51.7% from the February 12th total of 13,447 shares. Based on an average daily trading volume, of 170,244 shares,

Oakmark US Large Cap ETF is an actively managed large-cap value ETF led by three experienced investment professionals. Its expense ratio is 0.59%, and the fund has $1.08B in assets under management. OAKM trades at an attractive 13.42x forward earnings and 2.11x trailing book value. With double-digit EPS growth forecasted for next year, it could be an excellent GARP play. However, this analysis highlights how OAKM's selections also have weak earnings surprises, earnings revisions, and quality relative to its two benchmarks.