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Oakmark Fund Investor Class (OAKMX)

US Funds

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146.71 +0.46 +0.31%

28/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.33B

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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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Technical Chart

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Rating

1-Year Change3.06%

Prev. Close146.25

Risk Rating

TTM Yield1.10%

ROE14.16%

IssuerN/A

Turnover42%

ROA4.51%

Inception DateAug 05, 1991

Total Assets10.33B

Expenses0.89%

Min. Investment1,000

Market Cap58.38B

CategoryLarge Value

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Oakmark Fund Investor Class News

US stock futures dip after Wall St gains on tariff relief; key data, earnings loom By Investing.com - 1 hour ago

Investing.com-- U.S. stock futures edged lower Tuesday evening following modest Wall Street gains amid easing trade tensions, while investors weighed economic data and corporate...

Stock market today: S&P 500 closes higher on deal hopes; big tech earnings eyed By Investing.com - 5 hours ago

Investing.com - The S&P 500 closed sharply higher Tuesday for the sixth-straight day, underpinned by falling Treasury yields and signs of flexibility on tariffs from the White...

Trump administration secures trade deal, awaits foreign approval By Investing.com - 6 hours ago

Investing.com -- The administration of U.S. President Donald Trump has successfully secured a trade deal and is now waiting for the respective foreign country's approval before...

Oakmark Fund Investor Class Analysis

S&P 500: A Rare Zweig Breadth Thrust Provides Optimism By Michael Lebowitz - 15 hours ago

The Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The signal indicates rapid and significant changes in momentum. The calculation is...

European and US Futures Waver as Earnings Jitters, Tariff Fears Shape Market Mood By Naeem Aslam - 19 hours ago

European and U.S. stock futures are mixed this morning, with slight weakness prevailing across key benchmarks. Futures for the DAX, CAC 40, and FTSE 100 are hesitating after five...

Alphabet Sets a Positive Tone Ahead of Mega Tech Earnings Results This Week By Christine Short - Apr 28, 2025

With 12% of S&P 500® companies reporting for the Q1 reporting season, EPS growth currently stands at 10.1% Eight companies reporting this week have advanced their earnings...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1011	1011	1064	1367	2897	3094
Fund Return	1.14%	1.14%	6.41%	10.97%	23.71%	11.96%
Place in category	698	698	636	15	5	6
% in Category	58	58	56	2	1	2

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Institutional	8.22B	1.20	11.22	-
Oakmark International Institutional	5.56B	7.94	4.39	-
Oakmark International Investor	4.33B	7.88	4.14	3.56
Oakmark Equity And Income Investor	4.29B	0.91	5.21	6.88
Oakmark Select Advisor	3.93B	-1.13	10.03	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	66.61B	3.54	8.56	11.37
Vanguard Equity-Income Adm	52.53B	2.76	8.03	10.37
Vanguard Windsor II Admiral	46.59B	-0.66	7.46	10.37
American Funds American Mutual A	39.31B	2.42	7.14	9.61
Vanguard Value Index Adm	37.77B	2.62	8.03	10.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.51	160.16	-0.28%
Citigroup	US1729674242	3.28	68.88	+0.88%
General Motors	US37045V1008	3.16	46.94	-0.64%
Deere&Company	US2441991054	3.04	460.64	+0.10%
Charles Schwab	US8085131055	2.93	81.26	+1.35%

Technical Summary

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

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Germany 10Y	2.4920	-0.0145	-0.58%
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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Investor	146.71	+0.46	+0.31%