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Oakmark Fund Investor Class (OAKMX)

US Funds

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140.64 +1.61 +1.16%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 10.33B

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 Change - 2.01%

Prev. Close139.03

Risk Rating

TTM Yield1.10%

ROE14.16%

IssuerOakmark

Turnover42%

ROA4.51%

Inception DateAug 05, 1991

Total Assets10.33B

Expenses0.89%

Min. Investment1,000

Market Cap58.38B

CategoryLarge Value

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Oakmark Fund Investor Class News

Trump hints at tariff exemptions as China warns of 'humanitarian crisis' By Investing.com - 10 hours ago

Investing.com -- U.S. President Donald Trump suggested late Friday that he could offer exemptions to his sweeping 10% tariff on most U.S. trading partners but reaffirmed that the...

Stock market today: S&P 500 in weekly win after wild week amid Trump tariff u-turn By Investing.com - 23 hours ago

Investing.com-- The S&P 500 climbed Friday, ending a volatile week higher, shrugging off increasing U.S.-China trade tensions and fresh signs of worry about the U.S. consumer as...

Don't trust the rebound as trade war far from over: MRB Partners By Investing.com - Apr 11, 2025

Investing.com -- US stocks racked up gains to round of positive week of wild trading action following President Donald Trump's tariff u-turn, but MRB Partners says the rebound...

Oakmark Fund Investor Class Analysis

S&P 500: The Pause Heard Around the World By Michael Lebowitz - Apr 11, 2025

US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for...

Bitcoin Bulls Eyeing a Comeback Under the Shadows of Escalating US-China Trade War By Günay Caymaz - Apr 11, 2025

US-China trade news has impacted Bitcoin market volatility. Holding $75,000 support is crucial for stability. A break above $82,300 could signal bullish...

Markets Seek V-Shaped Recovery, but Weak Technicals Keep Bulls in Check By Declan Fallon - Apr 11, 2025

After Wednesday's big recovery, it was going to be hard for markets to follow through Thursday, but I would be looking for a recovery bounce to challenge March swing lows before a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1011	1011	1064	1367	2897	3094
Fund Return	1.14%	1.14%	6.41%	10.97%	23.71%	11.96%
Place in category	698	698	636	15	5	6
% in Category	58	58	56	2	1	2

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Institutional	8.22B	1.20	11.22	-
Oakmark International Institutional	5.56B	7.94	4.39	-
Oakmark International Investor	4.33B	7.88	4.14	3.56
Oakmark Equity And Income Investor	4.29B	0.91	5.21	6.88
Oakmark Select Advisor	3.93B	-1.13	10.03	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	69.96B	3.54	8.56	11.37
Vanguard Equity-Income Adm	54.22B	2.77	8.04	10.37
Vanguard Windsor II Admiral	48.93B	-0.66	7.46	10.37
American Funds American Mutual A	38.18B	2.42	7.14	9.61
Vanguard Value Index Adm	38.93B	2.62	8.03	10.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.51	157.14	+2.83%
Citigroup	US1729674242	3.28	61.64	+0.08%
General Motors	US37045V1008	3.16	43.63	-0.23%
Deere&Company	US2441991054	3.04	459.13	+3.36%
Charles Schwab	US8085131055	2.93	76.96	+4.21%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Oakmark Investor	140.64	+1.61	+1.16%
GBP/GEL	3.5568	+0.0233	+0.66%
East Capital East.	38.797	-0.849	-2.14%
1 A.M. Thai Gover.	12.598	0.000	0.00%
New Century Capit.	11.92	0.00	0.00%