Oakmark Select Fund Quote

OAKLX Fund  USD 79.04  0.21  0.26%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Oakmark Select is trading at 79.04 as of the 20th of March 2025; that is 0.26 percent down since the beginning of the trading day. The fund's open price was 79.25. Oakmark Select has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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 fund invests primarily in common stocks of U.S. companies. Oakmark Select is traded on NASDAQ Exchange in the United States. More on Oakmark Select Fund

Moving together with Oakmark Mutual Fund

  0.86VVIAX Vanguard Value IndexPairCorr
  0.67DOXGX Dodge Cox StockPairCorr
  0.8AFMFX American MutualPairCorr
  0.8FFFMX American Funds AmericanPairCorr
  0.8AMRMX American MutualPairCorr

Moving against Oakmark Mutual Fund

  0.72RYUHX Inverse Sp 500PairCorr

Oakmark Mutual Fund Highlights

Fund ConcentrationLarge Value Funds, Large Value, Oakmark, Large Value, Large Value (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Oakmark Select Fund [OAKLX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Value category and is part of Oakmark family. This fund now has accumulated 5.4 B in assets with no minimum investment requirementsOakmark Select is currently producing year-to-date (YTD) return of 3.01% with the current yeild of 0.0%, while the total return for the last 3 years was 10.99%.
Check Oakmark Select Probability Of Bankruptcy

Instrument Allocation

Top Oakmark Select Fund Mutual Fund Constituents

HOGHarley DavidsonStockConsumer Discretionary
APAAPA CorporationStockEnergy
GOOGAlphabet Inc Class CStockCommunication Services
MGMMGM Resorts InternationalStockConsumer Discretionary
GEGE AerospaceStockIndustrials
TELTE ConnectivityStockInformation Technology
STZConstellation Brands ClassStockConsumer Staples
REGNRegeneron PharmaceuticalsStockHealth Care
More Details

Oakmark Select Risk Profiles

Oakmark Select Against Markets

Other Information on Investing in Oakmark Mutual Fund

Oakmark Select 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 Select security.
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