Oakmark U.S. Large Cap ETF

OAKM

Market cap $670M

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.

VettaFi's ongoing Exchange conference has brought advisors and financial experts together to discuss some of the best strategies to navigate the market.

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.