OAKI

Oakmark$25.89+0.38 (+1.49%)
AUM $68.7MER 0.65%NAV $26.38Holdings

Price Chart

Key Statistics

Previous Close

$25.51

Day Range

$25.78$25.91

52-Week Range

$23.32$27.10

Avg Volume

6.6K

Dividend Yield

0.04%

Expense Ratio

0.65%

AUM

$68.7M

Shares Outstanding

2.9M

ETF Grades

?

Country Allocation

CountryWeight %
Germany23.33%
France20.40%
United Kingdom10.63%
Netherlands7.03%
United States6.93%
Japan5.39%
Switzerland5.00%
Korea (the Republic of)4.41%
Other3.84%
Denmark2.36%
Sweden2.35%
Mexico2.00%
Hong Kong1.93%
Ireland1.52%
China1.41%
Indonesia1.08%
Finland0.41%

Fund Information

Issuer
Oakmark
Inception Date
Dec 11, 2025
Exchange
NYSE_ARCA
Description
OAKI is an actively managed global ex-US portfolio of large-cap companies. The fund aims for long-term capital growth. The Adviser uses a bottom-up selection process that focuses on a value investment philosophy that includes free cash flows, above-average dividend yield, and per-share growth, and management alignment with shareholders. The Adviser uses independent, in-house research to analyze each company. As part of this selection process, the Advisers analysts typically visit companies and conduct other research on the companies and their industries. The resulting portfolio typically holds at least 40 issuers.

The Oakmark International Large Cap ETF (OAKI) is an exchange-traded fund issued by Oakmark that launched on Dec 11, 2025. It currently manages $68.7M in assets under management. The fund charges an expense ratio of 0.65%.

Top 10 holdings represent 31.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1BNP.PABNP PARIBAS COMMON STOCK EUR2.04.16%28,439$3.4M
2ADS.DEADIDAS AG COMMON STOCK3.69%14,850$3.0M
3SUNBSUNBELT RENTALS HOLDINGS INC COMMON STOCK USD.013.44%35,809$2.8M
4SY1.DESYMRISE AG COMMON STOCK3.29%27,255$2.7M
5CPG.LCOMPASS GROUP PLC COMMON STOCK GBP.11053.07%81,443$2.5M
6ULVR.LUNILEVER PLC COMMON STOCK GBP.000311113.01%40,191$2.4M
7RKT.LRECKITT BENCKISER GROUP PLC COMMON STOCK GBP.104172.89%35,455$2.3M
8SAP.DESAP SE COMMON STOCK2.79%15,453$2.3M
9AC.PAACCOR SA COMMON STOCK EUR3.02.77%43,307$2.2M
10BAYN.DEBAYER AG REG COMMON STOCK2.72%41,829$2.2M
11DTG.DEDAIMLER TRUCK HOLDING AG COMMON STOCK2.67%41,396$2.2M
12AIR.PAAIRBUS SE COMMON STOCK EUR1.02.54%8,832$2.1M
13CNH INDUSTRIAL NV COMMON STOCK EUR.012.45%185,943$2.0M
14CFR.SWCIE FINANCIERE RICHEMO A REG COMMON STOCK CHF1.02.40%8,294$1.9M
15MC.PALVMH MOET HENNESSY LOUIS VUI COMMON STOCK EUR.32.37%3,714$1.9M

Detailed Returns

PeriodReturnETF
1D
+1.49%
1W
-0.23%
1M
+0.12%
3M
+3.22%
6M
-2.78%
YTD
+0.02%
1Y
+0.88%
3Y
+0.88%
5Y
+0.88%

Moving Averages

20-Day MA

$25.99

Below 20-Day MA
50-Day MA

$25.68

Above 50-Day MA
200-Day MA

$25.63

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.10

Current Price

$25.89

52-Week Low

$23.32

$23.32$27.10

Current Yield

0.04%

Annual Dividend

$0.0100

Frequency

0x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0100Dec 31, 2025

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

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