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Oakmark Fund Investor Class (OAKMX)

US Funds

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150.32 -0.22 -0.15%

08:00:00 - Delayed Data. 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 Change7.18%

Prev. Close150.54

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

S&P 500 correction in six charts By Reuters - 38 minutes ago

By Saqib Iqbal Ahmed NEW YORK (Reuters) -For the first time in over a year, the U.S. stock market is in a correction. The question now is whether the slide is set to get worse. ...

Stocks fall sharply, bond prices rise; tariff angst overshadows soft inflation By Reuters - 1 hour ago

By Sinéad Carew and Harry Robertson NEW YORK/LONDON (Reuters) - Global equities and U.S. Treasury yields both fell on Thursday on worries about global trade tensions and the...

TSX Still Pointed Downward on Tariff Nerves By Baystreet.ca - 4 hours ago

Baystreet.ca - Canada's main stock index edged down on Thursday in volatile trading, as investors remained risk-averse amid an intensifying trade war with the United States. The...

Oakmark Fund Investor Class Analysis

Honeywell: Planned Spinoff and What It Means Amid Macro Volatility By Christine Short - 6 hours ago

Stocks have come under pressure as tariff talk heats up. Recession fears have also increased, making executives’ decisions all the more important. After a slew of generally...

Inflation Cools, but Tariff Risks Loom - Is the Trump Put Kaput? By Ed Yardeni - 15 hours ago

Vertigo is a sensation of spinning or whirling such that the person or their surroundings appear to be moving. The stock market didn't do much today, but everything else seemed to...

S&P 500: Failed Rally Leaves Door Open for a Bigger Breakdown By Michael Kramer - 16 hours ago

Yesterday was not a great day for the stock market—just a lot of sideways chop, with the index stuck below 5,620. The cooler-than-expected CPI report initially pushed equities...

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	40.48B	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	162.76	-2.60%
Citigroup	US1729674242	3.28	67.23	-1.06%
General Motors	US37045V1008	3.16	47.11	-1.65%
Deere&Company	US2441991054	3.04	467.09	-0.91%
Charles Schwab	US8085131055	2.93	73.51	-0.96%

Technical Summary

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

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Germany 10Y	2.8455	-0.0085	-0.30%

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