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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.65% 0.51% 70.33M 37326.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.77% -- 160.63M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests primarily in a diversified portfolio comprised of equity securities of large capitalization companies primarily domiciled outside the US. The Fund mainly invest at least 80% its net assets 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 ex US
Peer Group International Large-Cap Value
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International 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%
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5%
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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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--
--
--
--
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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
--
--
--
--
--
--
--
4.91%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
32.39%
9.40%
--
--
--
--
--
--
29.52%
5.87%
17.56%
-1.34%
9.33%
-9.80%
18.09%
2.07%
38.71%
11.32%
14.59%
-5.46%
12.74%
-7.99%
14.67%
3.08%
46.78%
10.51%
23.96%
4.57%
11.66%
-6.44%
17.14%
3.09%
41.73%
9.23%
As of February 21, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.78%
Stock 96.20%
Bond 0.00%
Convertible 0.00%
Preferred 2.71%
Other 0.31%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests primarily in a diversified portfolio comprised of equity securities of large capitalization companies primarily domiciled outside the US. The Fund mainly invest at least 80% its net assets 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 ex US
Peer Group International Large-Cap Value
Global Macro Equity Global
US Macro Developed International Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective International Funds
Fund Owner Firm Name Oakmark Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
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