$IJT

The Oakmark International Small Cap Fund's Q1 2026 commentary indicates a positive outlook on international small-cap equities, fueled by improved market conditions in emerging markets and a rebound in consumer spending. The Fund's management highlighted specific sectors such as technology and healthcare, which are expected to benefit from growth trends in global markets. Additionally, the commentary suggests an overall bullish sentiment towards undervalued small-cap companies that are poised for recovery. The fund's diversified holdings may provide resilience against global economic uncertainties. Overall, this optimistic take on international small caps is likely to attract investor attention and inflows.

The article discusses the comparative advantages of two small-cap growth ETFs, IJT and VBK. IJT is appealing due to its higher yield, attracting income-focused investors, while VBK offers a more affordable entry point for those seeking growth potential without high fees. Differences in fees, sector allocations, and associated risks are highlighted as key factors for investors' decisions. Such distinctions could shift fund flows between these ETFs, impacting their performance. Investors are advised to consider their priorities between yield and affordability when choosing between these funds.