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Oakmark Fund Investor Class (OAKMX)

US Funds

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134.17 -2.26 -1.66%

08/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.49B

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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 Change - 5.38%

Prev. Close136.43

Risk Rating

TTM Yield1.07%

ROE14.16%

IssuerN/A

Turnover42%

ROA4.51%

Inception DateAug 05, 1991

Total Assets10.49B

Expenses0.89%

Min. Investment1,000

Market Cap58.38B

CategoryLarge Value

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Oakmark Fund Investor Class News

U.S. stock futures edge higher; sentiment remains weak as tariffs take effect By Investing.com - 30 minutes ago

Investing.com-- U.S. stock futures edged higher Wednesday, bouncing after recent gains, but sentiment remains weak overall after reciprocal tariffs announced by President Donald...

Trump tariffs come into effect; S&P 500 closes below 5,000 - what's moving markets By Investing.com - 48 minutes ago

Investing.com - U.S. stock futures stay relatively close to the flatline on Wednesday following the implementation of a slew of President Donald Trump's tariffs on both friends and...

China pledges resolute response to U.S. tariff "bullying" By Investing.com - 1 hour ago

Investing.com - China has said it will take resolute and effective measures to respond to a further 50% tariff from U.S. President Donald Trump. Although it has deemed Trump's...

Oakmark Fund Investor Class Analysis

Pension and 401K Holders Need to Up Their Contributions By Declan Fallon - 5 hours ago

If there is one thing recent volatility is offering people, it is a fantastic opportunity to increase their pension contributions or start a pension if they haven't already....

S&P 500: Selloff Deep Enough for a Bounce—But Don’t Confuse It With a True Bottom By Lance Roberts - Apr 07, 2025

Last week, we noted that “nothing good happens below the 200-DMA,” and the tariff-induced market crash this past week confirmed that statement. However, we also noted that over...

Markets Are Pricing in the Coming Collapse in Earnings Estimates By Lance Roberts - Apr 07, 2025

Last week, we noted that it would not be uncommon for the market to retest recent lows. That is what happened on Monday morning before rallying sharply off that level. However,...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1046	989	1166	1406	2347	3120
Fund Return	4.61%	-1.14%	16.62%	12.03%	18.6%	12.05%
Place in category	631	434	362	46	5	6
% in Category	51	37	34	5	1	2

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Institutional	8.13B	4.65	12.29	-
Oakmark International Institutional	5.6B	9.07	3.63	-
Oakmark Equity And Income Investor	4.32B	3.73	5.65	7.07
Oakmark International Investor	4.31B	9.00	3.37	3.63
Oakmark Select Advisor	4.02B	3.03	10.91	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	66.61B	7.01	10.31	11.55
Vanguard Equity-Income Adm	52.53B	5.13	9.82	10.45
Vanguard Windsor II Admiral	46.59B	3.32	9.35	10.61
American Funds American Mutual A	37.14B	5.31	9.35	9.77
Vanguard Value Index Adm	37.77B	5.21	10.09	10.44

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.51	144.70	-1.40%
Citigroup	US1729674242	3.28	58.77	-0.14%
General Motors	US37045V1008	3.16	42.48	-2.41%
Deere&Company	US2441991054	3.04	412.99	-2.45%
Charles Schwab	US8085131055	2.93	69.93	-0.16%

Technical Summary

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

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