Morningstar

Oakmark U.S. Large Cap ETF OAKM

Medalist Rating as of May 8, 2026 See Natixis Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings made for investment purposes) in securities of U.S. large capitalization companies. The fund invests primarily in a diversified portfolio of common stocks of U.S. large capitalization companies. A large capitalization company is one whose market capitalizations is not smaller than the smallest market capitalization of a company in the Russell 1000 Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OAKM	Oakmark U.S. Large Cap ETF	ETF	Open	—		Dec 3, 2024	$1.22B	0.590%	—	—	$292.35M

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