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Oakmark Fund Investor Class (OAKMX)

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150.22 -0.97 -0.64%

07/10 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Oakmark

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 10.04B

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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 Change29.28%

Prev. Close151.19

Risk Rating

TTM Yield0.89%

ROE17.82%

IssuerOakmark

Turnover23%

ROA5.62%

Inception DateAug 05, 1991

Total Assets10.04B

Expenses0.89%

Min. Investment1,000

Market Cap58.39B

CategoryLarge Value

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Oakmark Fund Investor Class News

What 40 years of Fed easing cycles say about machinery stocks - Bernstein By Investing.com - 3 hours ago

US stock futures muted as rate uncertainty builds; inflation awaited By Investing.com - 6 hours ago

Investing.com-- U.S. stock index futures tread water in evening deals on Monday after a bumper payrolls report brewed doubts over the Federal Reserve’s plans to cut interest rates...

Kathy Manning purchases stake in Silver Point Distressed Opportunity Institutional Partners II By Investing.com - 9 hours ago

In a recent congressional trade report, it was revealed that Kathy Manning, the congress member representing North Carolina's 6th congressional district, made a significant...

Oakmark Fund Investor Class Analysis

Chinese Stock Market: A 'Bear Market Rally' Could Be on the Horizon By Charles-Henry Monchau - 30 minutes ago

Abundant liquidity in the market is supporting gold and stocks and may even lead to a new bear market rally in China, while the Fed's rate cut may have minimal impact on U.S....

S&P 500: After Best September in Over a Decade, Stage is Set for Year-End Surge By Frank Holmes - 1 hour ago

As we approach the final stretch of 2024, much of the nation’s focus is on the upcoming U.S. presidential election. But while the political landscape remains uncertain, the...

Q4 2024 Investor Conference, Events Highlights to Watch Out for By Christine Short - 17 hours ago

The bull market turns two this month. Investors are riding high after back-to-back strong years for the S&P 500 and a rebound in the fixed-income space. What’s not to like...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1139	1071	1233	1324	2227	3037
Fund Return	13.87%	7.07%	23.33%	9.81%	17.37%	11.75%
Place in category	773	390	317	158	6	11
% in Category	64	36	28	18	1	3

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark International Institutional	8.03B	1.34	0.11	-
Oakmark Institutional	7.22B	14.04	10.05	-
Oakmark International Investor	5.07B	1.15	-0.13	3.57
Oakmark Equity And Income Investor	4.46B	7.79	3.85	6.90
Oakmark Select Advisor	3.5B	8.01	6.70	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	68.92B	15.54	8.74	11.06
Vanguard Equity-Income Adm	54.18B	14.36	8.97	10.25
Vanguard Windsor II Admiral	50.3B	15.09	8.23	10.72
American Funds American Mutual A	42.18B	15.73	8.94	9.91
Vanguard Value Index Adm	38.71B	17.14	9.57	10.46

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.59	162.98	-2.44%
Citigroup	US1729674242	3.04	62.60	-0.06%
General Motors	US37045V1008	2.80	45.98	+0.66%
Charles Schwab	US8085131055	2.80	64.29	-0.71%
Wells Fargo&Co	US9497461015	2.77	57.16	+0.35%

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	150.22	-0.97	-0.64%