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Oakmark Fund Investor Class (OAKMX)

US Funds

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157.94 +1.62 +1.04%

10/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Oakmark

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 Change12.16%

Prev. Close156.32

Risk Rating

TTM Yield1.15%

ROE13.37%

IssuerOakmark

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

U.S.-China trade deal, CPI ahead, Oracle to report - what's moving markets By Investing.com - 1 hour ago

Investing.com - U.S. stock futures edge lower, suggesting a muted investor assessment of a new "framework" U.S.-China trade deal. U.S. Commerce Secretary Howard Lutnick says the...

US Commerce Secretary Lutnick says China trade talks going well By Investing.com - 16 hours ago

Investing.com -- U.S. Commerce Secretary Howard Lutnick told reporters Tuesday that trade talks with China were progressing positively. "China talks went really, really well,"...

BlackRock portfolio managers 'laser focused' on capturing market opportunities By Investing.com - 18 hours ago

Investing.com -- BlackRock analysts said in a note this week that their portfolio managers are "laser focused on how and where to capture opportunities, even as uncertainty...

Oakmark Fund Investor Class Analysis

May CPI Preview: Hawkish Surprise in Store Amid Trump’s Trade War By Jesse Cohen - 43 minutes ago

The closely watched U.S. May CPI report comes out today. Headline annual inflation is seen rising by 2.5% and core CPI is forecast to increase by 2.9%. With stocks hovering near...

Breaking Down the Google AI Buildout By Lance Roberts - 52 minutes ago

On May 20th, Google (NASDAQ:GOOGL) CEO Sundar Pichai updated the public on the company’s progress on its AI development as follows: We are now processing 480 trillion monthly...

Is Market Volatility Nearing the Breaking Point? By Michael Kramer - 6 hours ago

Stocks managed to rise again yesterday, making things a bit more exciting than Monday, but also somewhat nauseating. Perhaps it’s because my central air conditioning is broken,...

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	1.14	13.54	-
Oakmark International Institutional	5.1B	18.09	8.04	-
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	-0.86	12.10	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	66.3B	-0.06	10.12	10.68
Vanguard Equity-Income Adm	52.66B	-0.18	8.33	9.86
Vanguard Windsor II Admiral	47.19B	-2.89	9.22	9.94
American Funds American Mutual A	41.81B	0.23	8.04	9.25
Vanguard Value Index Adm	37.2B	-1.00	8.48	9.77

Top Holdings

Name	ISIN	Weight %	Last	Change %
AIG	US0268747849	3.26	84.33	-1.00%
Alphabet A	US02079K3059	3.21	178.60	+1.43%
Charles Schwab	US8085131055	3.13	88.27	+0.07%
Citigroup	US1729674242	2.99	78.03	-0.18%
ConocoPhillips	US20825C1045	2.82	91.18	+3.57%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Oakmark Investor	157.94	+1.62	+1.04%
WI Tomorrow’s Sch.	17.750	0.000	0.00%
Escorts Leading S.	95.656	-0.021	-0.02%