- What are the top holdings of OAKWX?
- A machine-readable holdings disclosure for Oakmark Global Select Fund Investor Class (OAKWX) 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 OAKWX invest in?
- Oakmark Global Select Fund Investor Class (OAKWX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is OAKWX most exposed to?
- OAKWX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is OAKWX a US-only fund?
- The country allocation card on this page shows OAKWX'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 OAKWX invest in?
- The fund primarily allocates capital to common stocks issued by companies based both within and outside the United States, with its holdings spanning a minimum of three different countries. It maintains a concentrated portfolio, typically comprising around twenty securities, though it may hold as few as twelve. A significant portion, at least 40% of its total assets, is generally dedicated to non-U.S. companies; however, this allocation may be reduced to a minimum of 30% if the Adviser determines that international market conditions or valuations are less favorable. This investment vehicle is classified as non-diversified.
