OAKMX Rating, Research - Oakmark I

Oakmark I (oakmx)

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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 = 82

Threats + Weaknesses = 59

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

Fund Management Team

Fund Description Update

Oakmark I (OAKMX) Description: OAKMX is a mutual fund, which is an investment that owns a basket of assets. The OAKMX 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. OAKMXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OAKMXs expense ratio is roughly 1%. The latest OAKMXs front end load was 0% and the back end load was 0%. The Oakmark I (OAKMX) mutual fund falls under the large-cap mixed category. OAKMX focuses its investments in USA and OAKMX is not affiliated with a particular industry or fund sector. The Oakmark I (OAKMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAKMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAKMXs 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 a diversified portfolio of common stocks [*http://www.wikiwealth.com/company (see stock research) of U.S. companies]. It uses a value investment philosophy in selecting equity securities (see equity research). This investment philosophy is based upon the belief that, over time, a companys stock price converges with the companys intrinsic or true business value.

Management Analysis Update

Oakmark I's management team has a long history of working together. This helps ensure consistent future returns. Oakmark I has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update