The Oakmark Fund Investor Class (OAKMX) is a mutual fund that primarily invests in a diversified portfolio of large-cap stocks. It aims to provide long-term capital appreciation by investing in undervalued companies with strong fundamentals and potential for growth. The fund is managed by Oakmark Funds, a reputable investment management firm known for its value-oriented approach. With a low expense ratio and a track record of consistent returns, the Oakmark Fund Investor Class is a popular choice for investors seeking a balanced and stable investment option.

OAKMX Mutual Fund Chart & Stats

Previous Close$139.91

Sub-CategoryLarge Cap

Total Liabilities14.98M

Last Dividend Ex-Date

Dec 14, 2023

Expense Ratio0.91%

Holding Count59

Brandharris associates investment trust

Dividend Yield

0.15 (0.16%)

CategoryEquity

Total Assets19.36B

Shares OutstandingN/A

52-Week Range$107.05 - $146.18

OAKMX Mutual Fund News

PremiumMarket News

Comcast (NASDAQ:CMCSA) Blacks Out Regional Sports Networks

10h ago

CMCSA

PremiumBlurbs

Analysts Offer Insights on Financial Companies: Apollo Global Management (APO), Intercontinental Exchange (ICE) and Rocket Companies (RKT)

12h ago

APO

ICE

PremiumBlurbs

Buy Rating Affirmed for IQVIA Holdings Amidst Strong Growth and Resilient Demand

12h ago

IQV

PremiumBlurbs

IQVIA Holdings (IQV) Receives a Buy from Truist Financial

12h ago

IQV

OAKMX Mutual Fund Smart Score

Neutral

Analyst Consensus

Moderate Buy

Average Price Target:
$161.99 (― 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.