Oakmark Fund Institutional Class (OANMX)
The Oakmark Fund Institutional Class (OANMX) 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. This fund is managed by Oakmark Funds and is designed for institutional investors, such as pension funds and endowments. With a focus on value investing, OANMX seeks to outperform the overall market and provide investors with a stable and consistent return on their investment.
OANMX Mutual Fund Chart & Stats
$189.82
At close: 4:00 PM EDT- Previous Close
- $189.82
- Sub-Category
- Large Cap
- Total Liabilities
- $65.28M
- Expense Ratio
- 0.67%
- Holding Count
- 61
- Brand
- Harris Associates Investment Trust
- Category
- Equity
- Total Assets
- 24.09B
- Shares Outstanding
- N/A
- 52-Week Range
- $158.53 - $193.85
OANMX Mutual Fund News
OANMX Mutual Fund Smart Score
Neutral
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Top 10 Holdings
| Name | Weight % |
|---|---|
| TRGPTarga Resources Corp. | 3.22% |
| DALDelta Air Lines Inc. | 3.13% |
| KDPKeurig Dr Pepper | 2.95% |
| ABNBAirbnb, Inc. | 2.92% |
| CCitigroup Inc | 2.89% |
| MRKMerck & Company | 2.84% |
| ELVElevance Health, Inc. | 2.74% |
| CTVACorteva | 2.67% |
| ALLYAlly Financial | 2.54% |
| COFCapital One Financial Corp. | 2.52% |
| Total | 28.41% |
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