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Oakmark I

OAKMX
63.62
-0.71
-1.10%
4/29/2016
5 Years
  • Previous Close

    64.33

  • Net Assets

    15.50B

  • Yield

    0.95%

  • Front load

    None

  • Expenses

    0.87%

  • Category

    Large Blend

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Oakmark

Fund Style

Open

Fund Manager

Kevin Grant

Investment Style

Large Value

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 capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This investment philosophy is based upon the belief that, over time, a company's stock price converges with the estimate of its intrinsic or true business value.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 500

Inception

8/5/1991

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