Oakmark Fund Investor Class (OAKMX)
Oakmark Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $186.99, up 0.01% on the session, giving a market capitalisation of $24.60B. Its beta of 0.70 implies it has historically moved less than the broad market.
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.
Oakmark Fund Investor Class is most often compared with the following Financial Services names: