OAKG – Oakmark Global Large Cap ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will not invest more than 30% of its total assets (measured at time of investment) in companies located in a single country (other than the U.S.) and will not invest more than 25% of its assets in one industry. Typically, the fund invests between 25-65% of its total assets in securities of U.S. companies and between 25-65% of its total assets in securities of non-U.S. companies.

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
OAKG	Oakmark Global Large Cap ETF	ETF	Open	—		Dec 11, 2025	$37.91M	0.620%	—	—	—

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