OAKLX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Oakmark Select Investor (OAKLX) Ownership - Who owns Oakmark Select Investor?

The investment seeks long-term capital appreciation... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

OAKLX

Net Assets

6.99B

Fund Existence

over 28 years

Turnover

57.00

Total Expense Ratio

0.99

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.99

Assets in Top Ten Holdings

3.71B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.72B

Fund Type

OpenEnd

Index Fund

Management Fee

0.71

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

25.00

Number of Net Holdings

27.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

58.78%

Gain YTD

-8.385

Annual Yield % from dividends

0.31

Returns for 1 year

1.34

Returns for 3 years

31.72

Returns for 5 years

133.55

Returns for 10 years

78.74

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General Information

Category LargeValue

Profile

Fundamentals

Details