OAKLX Rating, Research - Oakmark Select I

Oakmark Select I (oaklx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 52

Threats + Weaknesses = 31

When strengths & opportunities substantially exceed threats & weaknesses an investment in the oaklx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oakmark Select I (OAKLX) Description: OAKLX is a mutual fund, which is an investment that owns a basket of assets. The OAKLX mutual fund was provided by Oakmark and this investment vehicle derives the majority of its value from equity holdings (stocks). Oakmarks mutual fund has a long management tenure and is in the large fund size classification. OAKLXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OAKLXs expense ratio is roughly 1%. The latest OAKLXs front end load was 0% and the back end load was 0%. The Oakmark Select I (OAKLX) mutual fund falls under the large-cap mixed category. OAKLX focuses its investments in USA and OAKLX is not affiliated with a particular industry or fund sector. The Oakmark Select I (OAKLX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAKLXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAKLXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stocks [*http://www.wikiwealth.com/company (see stock research) of U.S. companies]. It could own as few as 12 securities, but generally will have approximately 20 securities in its portfolio. The funds non-diversified.

Management Analysis Update

Performance Analysis Update