Oakmark Global Select Fund Investor Class

Frequently Asked Questions About OAKWX

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.