Oakmark Fund Investor Class
FundOAKMXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The primary objective of this fund is to achieve substantial capital growth over an extended period. It predominantly allocates its assets to a diverse collection of common shares issued by American corporations. Typically, its holdings are concentrated in equity securities of companies with larger market capitalizations. The fund employs a value-oriented investment approach when choosing its stock holdings. This strategy is predicated on the idea that, given enough time, the market price of a company's stock will ultimately align with the advisor's calculation of its fundamental worth.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$24.57B
Beta
0.73
52-Week Range
$158.10$174.31$176.58
52W LowCurrent52W High
Performance
1 Week
+2.51%
1 Month
+1.45%
3 Months
+3.87%
YTD
+1.31%
1 Year
+8.54%
3 Years
+50.09%
5 Years
+55.34%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.