OAKMX Mutual Fund
NAV$185.22
AUM$9.6B
TER0.89%
Holdings62
OAKMX Mutual Fund
NAV$185.22
Oakmark Fund Investor Class
AUM$9.6B
TER0.89%
Holdings62
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See the full sector breakdown of OAKMX
Sector concentration, industry allocation and the exact weight of every sector.
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OAKMX Mutual Fund Sector Allocation
OAKMX sector allocation breaks down across Financials (26.4%), Industrials (11.7%), Energy (11.4%), Information Technology (11.4%), Health Care (8.6%). Across 62 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
OAKMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
OAKMX geographic allocation shows country exposure. OAKMX overlap calculator reveals how sector exposure compares with other funds.