Oakmark Fund R6 Fund Quote
| OAZMX Fund | USD 174.35 1.32 0.75% |
PerformanceFair
| Odds Of DistressLow
|
Oakmark Fund is trading at 174.35 as of the 2nd of March 2026; that is 0.75 percent down since the beginning of the trading day. The fund's open price was 175.67. Oakmark Fund 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 2nd of December 2025 and ending today, the 2nd of March 2026. Click here to learn more.
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 companys stock price converges with the advisers estimate of the companys intrinsic value.. More on Oakmark Fund R6
Moving together with Oakmark Mutual Fund
Oakmark Mutual Fund Highlights
| Fund Concentration | Oakmark Funds, Large Funds, Large Value Funds, Large Value, Oakmark (View all Sectors) |
| Update Date | 31st of December 2025 |
Oakmark Fund R6 [OAZMX] is traded in USA and was established 2nd of March 2026. Oakmark Fund is listed under Oakmark category by Fama And French industry classification. The fund is listed under Large Value category and is part of Oakmark family. Oakmark Fund R6 now has accumulated 19.35 B in assets with no minimum investment requirements with the current yeild of 0.01%.
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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 Fund R6 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.
Oakmark Fund R6 Risk Profiles
| Mean Deviation | 0.701 | |||
| Semi Deviation | 0.687 | |||
| Standard Deviation | 0.9064 | |||
| Variance | 0.8216 |
Oakmark Fund Against Markets
Oakmark Mutual Fund Analysis Notes
The fund maintains 94.58% of assets in stocks. Large To find out more about Oakmark Fund R6 contact the company at 800-625-6275.Oakmark Fund R6 Investment Alerts
Top Oakmark Fund R6 Mutual Fund Constituents
| ALLY | Ally Financial | Stock | |
| APA | APA Corporation | Stock | |
| BAC | Bank of America | Stock | |
| C | Citigroup | Stock | |
| CMCSA | Comcast Corp | Stock | |
| COF | Capital One Financial | Stock | |
| EOG | EOG Resources | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| FISV | Fiserv Common Stock | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| GS | Goldman Sachs Group | Stock | |
| IT | Gartner | Stock | |
| KKR | KKR Co LP | Stock | |
| META | Meta Platforms | Stock | |
| NFLX | Netflix | Etf | |
| SCHW | Charles Schwab Corp | Stock |
Oakmark Fund Predictive Daily Indicators
Oakmark Fund intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oakmark Fund mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 174.35 | |||
| Day Typical Price | 174.35 | |||
| Price Action Indicator | (0.66) | |||
| Period Momentum Indicator | (1.32) | |||
| Relative Strength Index | 20.89 |
Oakmark Fund Forecast Models
Oakmark Fund's time-series forecasting models are one of many Oakmark Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oakmark Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Oakmark Mutual Fund
Oakmark Fund 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 Fund security.
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