Oakmark Global Select Fund Quote
| OAKWX Fund | USD 24.29 0.10 0.41% |
PerformanceSolid
| Odds Of DistressLow
|
Oakmark Global is trading at 24.29 as of the 21st of March 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 24.39. Oakmark Global has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. More on Oakmark Global Select
Moving together with OAKMARK Mutual Fund
OAKMARK Mutual Fund Highlights
| Fund Concentration | Oakmark Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Oakmark (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Oakmark Global Select [OAKWX] is traded in USA and was established 21st of March 2025. Oakmark Global is listed under Oakmark category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Oakmark family. This fund now has accumulated 1.11 B in assets with no minimum investment requirementsOakmark Global Select is currently producing year-to-date (YTD) return of 8.94% with the current yeild of 0.01%, while the total return for the last 3 years was 6.89%.
Check Oakmark Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on OAKMARK Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding OAKMARK Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakmark Global Select Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oakmark Global Select Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ORCL | Oracle | Stock | Information Technology | |
| BAC | Bank of America | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| HUM | Humana Inc | Etf | Health Care | |
| HCA | HCA Holdings | Etf | Health Care |
Oakmark Global Select Risk Profiles
| Mean Deviation | 0.5929 | |||
| Semi Deviation | 0.6349 | |||
| Standard Deviation | 0.7764 | |||
| Variance | 0.6029 |
Oakmark Global Against Markets
Other Information on Investing in OAKMARK Mutual Fund
Oakmark Global 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 Global security.
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