Oakmark Fund Investor Class (OAKMX) Research
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.
Market snapshot
- Symbol
- OAKMX
- Price
- $168.6
- Day change
- -0.44%
- Market cap
- $24.2B
- 52-week range
- 156.12-176.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds Growth Portfolio F2 (GWPEX)
- American Funds Growth Portfolio Class F-1 (GWPFX)
- MFS International Intrinsic Value I (MINIX)
- MFS International Intrinsic Value R6 (MINJX)
- T. Rowe Price Retirement 2035 Fund Advisor Class (PARKX)
- T. Rowe Price Equity Income Fd (PRFDX)
- T. Rowe Price Overseas Stock I (TROIX)
- T. Rowe Price Overseas Stock (TROSX)
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