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Oakmark U.S. Concentrated ETF
OAKL performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 7, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | ||||||
| Flows | - | - | - | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | - |
| Provider | Oakmark Funds |
| N° of holdings | 0 |
| Dividend policy | Distributing |
| Inception date | October 7, 2026 |
| ESG | Yes |
More data and info about OAKL on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | ||||
Max drawdown | ||||
Max drawdown duration | N/A | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is OAKL?
OAKL is a Active ETF that provides exposure to Equity assets. It is managed by Oakmark Funds.
What is the expense ratio of OAKL?
The total expense ratio (TER) of OAKL is 0.64%, representing the annual fee charged by the fund manager.
When was OAKL launched?
OAKL was launched on October 7, 2026, marking its entry into the ETF market.
Who is the issuer of OAKL?
OAKL is issued by Oakmark Funds.
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