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Oakmark Fund Institutional Class (OANMX)

US Funds

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161.80 +1.59 +0.99%

22/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 7.36B

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

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OANMX Overview

Find basic information about the Oakmark Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OANMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change30.86%

Prev. Close160.21

Risk Rating

TTM Yield1.06%

ROE16.16%

IssuerOakmark

Turnover23%

ROA5.17%

Inception Date42704

Total Assets7.36B

Expenses0.67%

Min. Investment250,000

Market Cap58.17B

CategoryLarge Value

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Oakmark Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1149	1017	1344	1296	2150	-
Fund Return	14.92%	1.7%	34.39%	9.04%	16.54%	-
Place in category	608	886	127	211	4	-
% in Category	51	74	14	23	1	-

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	10.08B	14.70	8.79	11.89
Oakmark International Institutional	8.08B	-1.64	-1.09	-
Oakmark International Investor	5.07B	-1.86	-1.34	3.79
Oakmark Equity And Income Investor	4.45B	8.22	3.75	7.01
Oakmark Select Advisor	3.54B	10.36	6.72	-

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	68B	15.98	8.60	11.25
Vanguard Equity-Income Adm	53.42B	15.14	8.73	10.28
Vanguard Windsor II Admiral	49.3B	14.13	7.13	10.64
American Funds American Mutual A	42.31B	16.17	8.16	9.70
Vanguard Value Index Adm	38.02B	17.31	9.16	10.42

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.13	164.76	-1.71%
Fiserv	US3377381088	3.10	221.56	+1.91%
Deere&Company	US2441991054	2.93	446.65	+2.08%
Citigroup	US1729674242	2.89	69.84	+1.29%
The Charles Schwab	US8085131055	2.72	81.26	+0.57%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Instituti.	161.80	+1.59	+0.99%