OAKM
Oakmark U.S. Large Cap ETF
📎 Investment Objective
The Oakmark U.S. Large Cap ETF seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of large-capitalization U.S. companies.
Overview
ETF tracking Oakmark U.S. Large Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Oakmark U.S. Large Cap ETF seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of large-capitalization U.S. companies.
🎯 Investment Strategy
The fund invests in a concentrated portfolio of 30-60 stocks that the fund's managers believe are undervalued and have strong potential for growth. The portfolio is actively managed, with the goal of outperforming the broader U.S. large-cap market over the long term.
✨ Key Features
- Actively managed portfolio of large-cap U.S. stocks
- Concentrated portfolio of 30-60 holdings
- Focuses on undervalued companies with growth potential
- Aims to outperform the broader U.S. large-cap market
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund
- Style risk: The fund's value-oriented investment approach may underperform growth-oriented strategies at times
- Liquidity risk: The fund may have difficulty selling certain holdings, especially in times of market stress
👤 Best For
The Oakmark U.S. Large Cap ETF may be suitable for long-term investors seeking exposure to a concentrated portfolio of undervalued large-cap U.S. stocks with the potential for capital appreciation. Investors should have a higher risk tolerance and a long-term investment horizon to accommodate the fund's active management approach and concentrated portfolio.