OAKL Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
OAKL
Oakmark U.S. Concentrated ETF
$26.73
+0.12 ▲ +0.45%
Full metrics table
| Category | US Equities - US Style | Expense | 0.59% | Return% 1Y | - | Total Holdings | 29 | Perf Week | 4% | Volume | 24,608 |
| Asset Type | Equities (Stocks) | AUM | $328M | Return% 3Y | - | NAV | $26.60 | Perf Month | - | Avg Volume | 0.12M |
| ETF Type | US Equities | Dividend TTM | - | Return% 5Y | - | 52W High | 0.45% | Perf Quarter | - | Rel Volume | 0.21 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 7.27% | Perf Half Y | - | Prev Close | $26.61 |
| IPO | 2026/10/7 | Flows% 1M | 9.78% | Return% SI | 428.09% | RSI (14) | - | Perf YTD | 7.27% | Price | $26.73 |
| Beta | - | Flows% 3M | 9.78% | Flows% YTD | 9.78% | Flows% 1Y | 9.78% | Perf Year | - | Volatility(W/M) | 0.58% - |
| SMA20 | 3.13% | SMA50 | 3.13% | SMA200 | 3.13% | ATR | 0.3 | ||||
About this ETF
저평가된 소수의 미국 대형 기업 주식을 골라 집중해서 담아요. 엄선된 종목에 집중 투자하고 싶은 사람에게 맞지만, 분산 효과가 적어 주의가 필요해요.
OAKL at a glance
Total Expense Ratio 0.59% Lower is better
AUM $328M Assets Under Management
Holdings 29
Listed 2026
Management Style Actively managed
Quote
Over the past 1 year, on the higher side
0% below its 1-year high.
Now $26.73
1-Year Low$24.92 1-Year High$26.61
52-Wk Position100%
Volume 24.6K
Traded less than usual. That is 21% of its average volume.
A
Overall · mostly strong
We judged 2 of the 3 questions below. 1 rate excellent.
Not applicable: dividends.
Has it trended upward long-term? B
Long-term returns are roughly flat
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How about dividends?
No dividend
There is no profit to distribute yet.
Fund Flow
Money keeps flowing in
Over the past year, new money equal to 9.8% of assets came in.
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VUG Vanguard Morningstar Growth ETF 0.03% 
VTV Vanguard Morningstar Value ETF 0.03% 
IWF iShares Russell 1000 Growth ETF 0.18% 
IWD iShares Russell 1000 Value ETF 0.18% 
IVW iShares S&P 500 Growth ETF 0.18% Cheaper ETFs holding the same thingTotal Expense Ratio
SCHG Schwab U.S. Large-Cap Growth ETF 0.04% Reads on this stock 1 posts
FAQ
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