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Oakmark Fund Investor Class (OAKMX)

US Funds

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152.66 -3.96 -2.53%

21/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 9.48B

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OAKMX Overview

Find basic information about the Oakmark Fund Investor Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OAKMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.88%

Prev. Close156.62

Risk Rating

TTM Yield1.15%

ROE13.37%

IssuerN/A

Turnover42%

ROA4.23%

Inception DateAug 05, 1991

Total Assets9.48B

Expenses0.89%

Min. Investment1,000

Market Cap56.23B

CategoryLarge Value

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Oakmark Fund Investor Class News

TSX drops after winning streak extends into tenth session By Investing.com - 8 hours ago

Investing.com -- Canada's main stock exchange fell lower on Wednesday, cooling after a multi-day winning streak for the index. By the 4:00 ET close, the S&P/TSX 60 index dropped by...

Stifel raises Leslie's stock target to $0.57, maintains hold rating By Investing.com - 8 hours ago

On Monday, Stifel analysts updated their financial model for Leslie's (NASDAQ:LESL) following the company's second-quarter fiscal year 2025 (F2Q25) earnings report. The firm raised...

Morgan Stanley: Fed to stay on hold through 2025 as inflation remains top concern By Investing.com - 18 hours ago

Investing.com - The Federal Reserve is tipped to leave interest rates on hold throughout the rest of this year as policymakers focus more on controlling inflation than weak...

Oakmark Fund Investor Class Analysis

Magnificent 7 Shareholder Meetings on Tap: Taking Stock of the Economy By Christine Short - 13 hours ago

Major tech-related companies host Annual General Meetings in the weeks ahead Q1 earnings season was strong, but the collective macro outlook remains murky AI is back in vogue...

Retail Turns Fearless as 'Buy the Dip' Goes on Steroids By Lance Roberts - 19 hours ago

Monday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the US credit rating to AA. While some perceived the downgrade as problematic, retail...

Airbnb: Long-Term Growth Stays Intact Despite Spain’s Crackdown on Rentals By Timothy Fries - 21 hours ago

Airbnb (NASDAQ:ABNB) shares dropped over 3% on Tuesday as Spain ordered the removal of 65,000 rental listings from the platform, citing violations of tourist accommodation...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	967	920	1065	1436	2390	2908
Fund Return	-3.25%	-7.95%	6.5%	12.82%	19.04%	11.27%
Place in category	904	1017	727	17	7	8
% in Category	76	87	64	3	1	2

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Institutional	7.32B	-3.18	13.07	-
Oakmark International Institutional	5.1B	11.35	7.69	-
Oakmark International Investor	4.13B	11.28	7.43	3.68
Oakmark Equity And Income Investor	4B	-1.24	6.73	6.55
Oakmark Select Advisor	3.67B	-4.95	12.30	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	64.11B	-0.06	10.12	10.68
Vanguard Equity-Income Adm	50.9B	-0.18	8.33	9.86
Vanguard Windsor II Admiral	45.17B	-2.89	9.22	9.94
American Funds American Mutual A	41.43B	0.23	8.04	9.25
Vanguard Value Index Adm	36.28B	-1.00	8.48	9.77

Top Holdings

Name	ISIN	Weight %	Last	Change %
AIG	US0268747849	3.26	82.63	-1.72%
Alphabet A	US02079K3059	3.21	168.56	+2.79%
Charles Schwab	US8085131055	3.13	87.58	-1.79%
Citigroup	US1729674242	2.99	73.42	-3.27%
ConocoPhillips	US20825C1045	2.82	87.15	-2.83%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Neutral	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Investor	152.66	-3.96	-2.53%