
Oakmark Fund Investor Class
OAKMX
Updated: 23/09/2026, 07:34:14
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.
No summaries found.
- Share price
- $182.33
- Market cap
- $23.99B
- Exchange
- NASDAQ
- Currency
- USD
- CEO
- N/A
- Employees
- N/A
- IPO date
- 05/08/1991
- Beta
- 0.7
- Last dividend
- $0.00
- Day range
- $182.33 – $183.94
- 52-week range
- $158.26 – $193.60
- 1-day performance
- -0.88%
- 1-year performance
- 15.21%
- Current drawdown (1Y)
- -5.82%
- CIK
- 0000872323
- CUSIP
- 413838103
- ISIN
- US4138381037
- Created
- 07/12/2025, 05:33:58
- Last update
- 23/09/2026, 07:34:14
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