Oakmark Equity And Fund Quote

OAKBX Fund  USD 36.39  0.03  0.08%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Oakmark Equity is trading at 36.39 as of the 20th of March 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 36.42. Oakmark Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks income and preservation and growth of capital. Oakmark Equity is traded on NASDAQ Exchange in the United States. More on Oakmark Equity And

Moving together with Oakmark Mutual Fund

  0.77FBONX American Funds AmericanPairCorr
  0.77FBAFX American Funds AmericanPairCorr
  0.76ABALX American BalancedPairCorr
  0.75BALCX American BalancedPairCorr
  0.76BALFX American BalancedPairCorr
  0.75RLBCX American BalancedPairCorr

Oakmark Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Oakmark (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Oakmark Equity And [OAKBX] is traded in USA and was established 20th of March 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Oakmark family. This fund now has accumulated 6.27 B in assets with no minimum investment requirementsOakmark Equity And is currently producing year-to-date (YTD) return of 0.64% with the current yeild of 0.02%, while the total return for the last 3 years was 6.13%.
Check Oakmark Equity Probability Of Bankruptcy

Instrument Allocation

Top Oakmark Equity And Mutual Fund Constituents

FLFoot LockerStockConsumer Discretionary
ORCLOracleStockInformation Technology
NOVNOV IncStockEnergy
DOVDoverStockIndustrials
BACBank of AmericaStockFinancials
TELTE ConnectivityStockInformation Technology
RGAReinsurance Group ofStockFinancials
PMPhilip Morris InternationalStockConsumer Staples
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Oakmark Equity And Risk Profiles

Oakmark Equity Against Markets

Other Information on Investing in Oakmark Mutual Fund

Oakmark Equity financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Equity security.
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