Oakmark Fund R6 Class
OAZMX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Oakmark
Manager/Tenure
(Years)
(Years)
William C. Nygren (24), Michael A. Nicolas (5), Robert F. Bierig (2)
Website
Address
Oakmark
Kansas City MO - 64121-9558
Kansas City MO - 64121-9558
Country
United States
Phone Number
617-483-8327
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of the company's intrinsic value.
