Oakmark Select Fund Investor Class (OAKLX)
Oakmark Select Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $104.25, up 0.11% on the session, giving a market capitalisation of $8.67B. Its beta of 0.86 implies it has historically moved less than the broad market.
Focusing predominantly on common stocks of American businesses, this fund adopts a highly concentrated investment approach. Its portfolio usually comprises approximately twenty securities, although it can sometimes hold as few as twelve. This limited number of holdings implies that a significant percentage of the fund's overall assets may, at certain times, be dedicated to a particular sector or industry. It generally seeks out equity investments in companies with large or medium market capitalizations. Operating under a value-based philosophy for selecting equities, the fund is considered non-diversified.
Oakmark Select Fund Investor Class is most often compared with the following Financial Services names: