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OAKG
+0.00 · +0.00%
$26.17 · NYSE ARCA

Harris Oakmark ETF Trust (OAKG) ETF Analysis | Global Large-Stock Value

Oakmark · USA
AUM:$36.4M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

OAKG returned +0.0% over the past year, broadly in line with flat market conditions.

What is OAKG?

Under normal market conditions, the fund will not invest more than 30% of its total assets (measured at time of investment) in companies located in a single country (other than the U. ) and will not invest more than 25% of its assets in one industry.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
OAKG returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 29.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$36.4M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings47
Inception DateDec 2025
Domicile–
Distribution–
Index–
ProviderOakmark
Beta–
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.1%
1Y
+8.1%
3Y
+8.1%
5Y
+8.1%
OpenBook InsightIf you had invested £10,000 in OAKG 5 years ago, it would have grown to £10,809 — a gain of £809.

Annual Returns

Calendar year performance

OAKG delivered positive returns in 1 of the last 2 calendar years.
YearOAKG
2026 YTD+7.9%
2025+0.0%
1/2 positive yearsAvg return: +3.9%Worst year: +0.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.5%
Low
Momentum
+9.3%
30-day change
Support Level
26.75
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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