Oakmark Global Fund Quote
| OAKGX Fund | USD 34.66 0.34 0.99% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Oakmark Global is trading at 34.66 as of the 31st of January 2025; that is 0.99 percent up since the beginning of the trading day. The fund's open price was 34.32. Oakmark Global has about a 20 % 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 11th of February 2023 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of 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 invests between 25-75 percent of its total assets in securities of U.S. More on Oakmark Global Fund
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 December 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Oakmark Global Fund [OAKGX] is traded in USA and was established 31st of January 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 1.28 B in assets with no minimum investment requirementsOakmark Global is currently producing year-to-date (YTD) return of 5.43% with the current yeild of 0.01%, while the total return for the last 3 years was 2.51%.
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 Fund 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 Fund Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| CNHI | CNHI Old | Stock | Industrials | |
| GM | General Motors | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials |
Oakmark Global Risk Profiles
| Mean Deviation | 0.6005 | |||
| Semi Deviation | 0.8214 | |||
| Standard Deviation | 0.8202 | |||
| Variance | 0.6726 |
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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