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OAKMX Mutual Fund Price & Analysis

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.

OAKMX Mutual Fund Chart & Stats

$168.60
-$0.75(-0.44%)
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OAKMX Mutual Fund Smart Score

6
Neutral
1
2
3
4
5
6
7
8
9
10

Analyst Consensus

Moderate Buy
Average Price Target:
207.14 (― Downside)

Crowd Wisdom

Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 4.4%
Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Targa Resources Corp.
3.37%
Conocophillips
3.31%
Intercontinental Exchange Inc.
2.73%
Merck & Company
2.69%
Corteva
2.65%
Airbnb, Inc.
2.62%
Salesforce.com
2.55%
Phillips 66 (PSX)
2.43%
Willis Towers Watson Public Limited Company
2.42%
Keurig Dr Pepper
2.42%
Total27.18%

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