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Upturn AI Summary
Oakmark U.S. Large Cap ETF(OAKM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OAKM
11/13/2026: OAKM (3-star) is a STRONG-BUY. BUY for 12 days. Simulated Profits (2.57%). Updated daily EoD!
Oakmark U.S. Large Cap ETF (OAKM) is an actively managed fund that provides exposure to U.S. large-cap equities through a disciplined, fundamental value-oriented strategy. Its primary strength lies in the experienced management team at Harris Associates, which seeks to identify mispriced securities rather than simply tracking an index. The fund is well-suited for long-term investors looking to complement passive holdings with an active, high-conviction approach. Potential risks include the tendency for value-based strategies to underperform during growth-led market cycles and the higher expense ratio compared to passive peers. Investors should monitor market sector performance and the manager's ability to maintain their value-driven performance edge.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund prioritizes valuation over pure earnings momentum or growth-at-any-price strategies. |
| Momentum investor | Weak fit | The value-oriented strategy often contrarian in nature and does not chase short-term market momentum. |
| Value investor | Strong fit | The fund is explicitly designed for investors seeking undervalued securities with long-term potential. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than income generation. |
| Low-risk investor | Mixed fit | As an active equity fund, it remains subject to market volatility and inherent business risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking core equity exposure through an active value lens.
Suitability
OAKM is best suited for long-term investors comfortable with the risks of active management and market cycles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity fund, it is subject to market-wide price fluctuations. |
| Market risk | High | The fund is fully invested in equities and susceptible to broad market downturns. |
| Concentration | Medium | The active selection process may lead to sector tilts that differ from broad market indices. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent alpha generation. |
| Liquidity | Low | The underlying large-cap holdings generally offer high liquidity. |
| Business/sector quality | Medium | Performance relies on the fundamental health of the companies held in the portfolio. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
OAKM exhibits volatility characteristic of a diversified large-cap equity portfolio, influenced by its specific sector concentrations.
Market Risk
The fund faces systemic risk associated with the U.S. equity market, including interest rate changes and economic contraction.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Financials | 25 | The fund maintains a significant allocation to financial services companies which often serve as core value holdings. |
| Single stock | Information Technology | 22 | Exposure to technology stocks is selected based on intrinsic value assessments rather than momentum or index weightings. |
| Single stock | Consumer Discretionary | 18 | These holdings represent businesses believed by management to be undervalued relative to their long-term growth potential. |
| Single stock | Healthcare | 20 | Healthcare sector exposure provides defensive characteristics and fundamental value opportunities. |
| Cash/collateral | Cash and Cash Equivalents | 15 | A liquid cash position is maintained for tactical opportunities and risk management purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.46% | Avg. Invested days 48 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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