Oakmark Global Fund Investor Class

Frequently Asked Questions About OAKGX

What are the top holdings of OAKGX?

A machine-readable holdings disclosure for Oakmark Global Fund Investor Class (OAKGX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does OAKGX invest in?

Oakmark Global Fund Investor Class (OAKGX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is OAKGX most exposed to?

OAKGX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is OAKGX a US-only fund?

The country allocation card on this page shows OAKGX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does OAKGX invest in?

The fund predominantly invests in a diverse range of common shares issued by both U.S. and international corporations. Its holdings are diversified across companies domiciled in at least three different countries. The portfolio maintains a balanced exposure, allocating between 25% and 75% of its total assets to U.S. company securities and an equivalent proportion (25% to 75%) to non-U.S. company securities. Investment opportunities span the entire market capitalization spectrum, encompassing large, medium, and small-sized companies. A fundamental value-oriented philosophy underpins the selection of its equity holdings.