Oakmark U.S. Concentrated ETF

Frequently Asked Questions About OAKL

What are the top holdings of OAKL?

A machine-readable holdings disclosure for Oakmark U.S. Concentrated ETF (OAKL) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does OAKL invest in?

Oakmark U.S. Concentrated ETF (OAKL) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is OAKL most exposed to?

OAKL's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is OAKL a US-only fund?

The country allocation card on this page shows OAKL's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does OAKL invest in?

Oakmark U.S. Concentrated ETF is an actively managed, non-diversified exchange-traded fund that seeks long-term capital appreciation. The fund invests primarily in a concentrated portfolio of U.S. companies, typically holding 15 to 25 issuers, with a focus on larger companies that the adviser believes are undervalued based on fundamental research and intrinsic value. The fund does not concentrate in any particular industry and is designed to emphasize Oakmark's highest-conviction investment ideas.