Oakmark U.S. Large Cap ETF

OAKM

時価総額 $11.6億

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.

Star managers are making the move to ETFs.

Since reaching the bear market bottom in October 2022, the S&P 500 has been on an absolute tear. It produced a total return of 26% in 2023, just to follow it up with a 25% return in 2024.

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OAKM relies on the concept of intrinsic value to calibrate a large-cap portfolio that will be capable of delivering "long-term capital appreciation." Incepted in December 2024, OAKM has had a racy start as it has outsmarted IVV and a few value-heavy peers. OAKM's portfolio features only 35 equities, mostly financials, with a 5.5% adjusted weighted-average EY. Its quality is mostly robust, while growth is bleak without question.

Even with the end of the year fast approaching, investors still have time to fine-tune their equity portfolios for 2025. Many equity investors would likely agree that sticking to mega-cap tech names in the Magnificent Seven paid off well this year.

2024 was certainly a great year for active management, but 2025 could be an even stronger year for active ETFs. The recently released 2025 Natixis Institutional Outlook Survey examined what institutional investors are expecting for next year's market.

Large-cap equities remained a persistently valuable theme in 2024, and their strength may very well persist heading into 2025. As such, investors may wish to build up some additional large-cap exposure in their portfolio.

On Tuesday, the Oakmark U.S. Large Cap ETF (OAKM) launched on the New York Stock Exchange.  The fund aims to offer long-term capital appreciation to its investors.

CHICAGO , Dec. 3, 2024 /PRNewswire/ -- Harris Associates L.P. (Harris|Oakmark), adviser to the Oakmark U.S. Large Cap ETF (NYSE: OAKM), and an affiliate of Natixis Investment Managers, announced the launch of OAKM.