OAKWX Mutual Fund Price & Analysis

The fund primarily allocates capital to common stocks issued by companies based both within and outside the United States, with its holdings spanning a minimum of three different countries. It maintains a concentrated portfolio, typically comprising around twenty securities, though it may hold as few as twelve. A significant portion, at least 40% of its total assets, is generally dedicated to non-U.S. companies; however, this allocation may be reduced to a minimum of 30% if the Adviser determines that international market conditions or valuations are less favorable. This investment vehicle is classified as non-diversified.

OAKWX Mutual Fund Chart & Stats

$27.97

-$0.10(-0.36%)

Sep 04, 2026

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OAKWX Mutual Fund News

PremiumWeekend Updates

Dollar General, TeraWulf, Schwab, Tonix, Warner Bros Shock

15h ago

WBD

PremiumWeekend Updates

Nvidia, TSMC, Salesforce, CrowdStrike, J&J Insider Shake‑Up

15h ago

CRM

JNJ

PremiumInsider Trading

Top IQVIA Executive Executes Major Insider Stock Move

1d ago

IQV

PremiumInsider Trading

Salesforce Insider Shake-Up: Boardroom Transaction Draws Investor Attention

1d ago

CRM

PremiumCompany Announcements

Sysco Amends Credit Facility to Support JRD Acquisition

1d ago

SYY

PremiumCompany Announcements

Salesforce Adopts New Executive Deferred Compensation Plan

1d ago

CRM

PremiumBlurbs

Analysts Offer Insights on Technology Companies: Zscaler (ZS), Salesforce (CRM) and JFrog (FROG)

2d ago

CRM

PremiumBlurbs

Intercontinental Exchange (ICE) Gets a Buy from UBS

2d ago

ICE

OAKWX Mutual Fund Smart Score

Neutral

Analyst Consensus

Moderate Buy

Average Price Target:
32.45 (― Downside)

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.