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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.62% 0.22% 36.72M --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 52.25M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests primarily in a diversified portfolio of equity securities of US and non-US large capitalization companies. Under normal circumstances, the Fund will invest at least 80% of its net assets in securities of large capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Large-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Oakmark Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
--
2.84%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
4.58%
21.53%
-1.97%
25.90%
-10.43%
18.90%
22.82%
31.39%
4.02%
--
--
--
18.37%
14.28%
2.52%
26.18%
4.34%
--
--
--
--
--
12.52%
9.50%
5.51%
--
--
--
--
--
2.97%
26.66%
4.80%
As of January 24, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests primarily in a diversified portfolio of equity securities of US and non-US large capitalization companies. Under normal circumstances, the Fund will invest at least 80% of its net assets in securities of large capitalization companies.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Large-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Oakmark Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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