Oakmark Fund Investor Class

Frequently Asked Questions About OAKMX

What are the top holdings of OAKMX?

A machine-readable holdings disclosure for Oakmark Fund Investor Class (OAKMX) 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 OAKMX invest in?

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

What sector is OAKMX most exposed to?

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

Is OAKMX a US-only fund?

The country allocation card on this page shows OAKMX'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 OAKMX invest in?

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.