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Oakmark Fund Investor Class (OAKMX)

US Funds

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154.69 +1.12 +0.73%

06/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 10.49B

Type: Fund

Market: United States

Issuer: Oakmark

Underlying: S&P 500 TR

Asset Class: Equity

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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 Change10.87%

Prev. Close153.57

Risk Rating

TTM Yield1.07%

ROE14.16%

IssuerOakmark

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

Stock market today: S&P 500 jumps Friday but ends week lower on tariff uncertainty By Investing.com - Mar 07, 2025

Investing.com-- The S&P 500 jumped on Friday, after cutting intraday losses, but the major index still ended the week in the red as investors weighed a soft employment report and a...

Fed chair Powell discusses economic outlook at University of Chicago forum By Investing.com - Mar 07, 2025

Investing.com -- Federal Reserve Chair Jerome H. Powell recently addressed the 2025 U.S. Monetary Policy Forum at the University of Chicago Booth School of Business. He discussed...

5 big analyst AI moves: Broadcom 'must own', AI trade concerns seen as 'premature' By Investing.com - Mar 07, 2025

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI...

Oakmark Fund Investor Class Analysis

3 Undervalued Stocks With Wide Moats Offering Stable Returns By Timothy Fries - Mar 06, 2025

Over the last three months, the S&P 500 (SPX) index is down nearly 5%, reverting to early November level. After the initial optimism following President Trump’s inauguration,...

Russell 2000 Nears Critical Death Cross as Bearish Momentum Builds By Declan Fallon - Mar 06, 2025

There was some modest buying today from the open, but volume was light and markets are below trading range support established during the latter part of 2024. It's hard to see...

S&P 500: All Eyes on 200-Day MA - Holding This Level Could Spark Stronger Recovery By Fawad Razaqzada - Mar 05, 2025

Markets are bouncing back as investors bet on technical support, tariff relief, and Germany’s stimulus plans. But with ISM and NFP data ahead, Fed rate cut bets could shift,...

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	620	425	357	46	5	5
% in Category	51	37	34	6	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	69.96B	7.01	10.31	11.55
Vanguard Equity-Income Adm	54.22B	5.13	9.82	10.45
Vanguard Windsor II Admiral	48.93B	3.32	9.35	10.61
American Funds American Mutual A	41.52B	5.31	9.35	9.77
Vanguard Value Index Adm	38.93B	5.21	10.09	10.44

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.51	173.86	+0.88%
Citigroup	US1729674242	3.28	70.46	-0.17%
General Motors	US37045V1008	3.16	47.44	+0.51%
Deere&Company	US2441991054	3.04	499.62	+3.48%
Charles Schwab	US8085131055	2.93	74.63	-1.23%

Technical Summary

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

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Germany 10Y	2.8350	-0.0495	-1.73%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Investor	154.69	+1.12	+0.73%