Oakmark Select Fund Investor Class (OAKLX) Research
Focusing predominantly on common stocks of American businesses, this fund adopts a highly concentrated investment approach. Its portfolio usually comprises approximately twenty securities, although it can sometimes hold as few as twelve. This limited number of holdings implies that a significant percentage of the fund's overall assets may, at certain times, be dedicated to a particular sector or industry. It generally seeks out equity investments in companies with large or medium market capitalizations. Operating under a value-based philosophy for selecting equities, the fund is considered non-diversified.
Market snapshot
- Symbol
- OAKLX
- Price
- $88.80
- Day change
- -0.43%
- Market cap
- $8.1B
- 52-week range
- 79.89-93.59
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baillie Gifford Emerging Markets Equities Fund Class K (BGKEX)
- Sprott Physical Gold and Silver Trust (CEF)
- Cohen & Steers Realty Shares Fund Class Z (CSJZX)
- Diamond Hill Large Cap Fund Class Y (DHLYX)
- MFS Growth Allocation Fund - Class A (MAGWX)
- T. Rowe Price All-Cap Opportunities Fund - Advisor Class (PAWAX)
- T. Rowe Price All-Cap Opportunities Fund - I Class (PNAIX)
- Schwab Small-Cap Index Fund-Select Shares (SWSSX)
Open Oakmark Select Fund Investor Class (OAKLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.