You are using an older browser version. Please use a supported version for the best MSN experience.

Oakmark I

OAKMX
65.78
-0.24
-0.36%
7/25/2016
5 Years
  • Previous Close

    66.02

  • Net Assets

    15.07B

  • Yield

    0.94%

  • Front load

    None

  • Expenses

    0.85%

  • 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

AdChoices
AdChoices
AdChoices
image beaconimage beaconimage beacon