OAKBX Mutual Fund
OAKBX Mutual Fund
NAV$39.64
AUM$3.6B
TER0.85%
Holdings309
See how much of OAKBX you already own
OAKBX Mutual Fund
NAV$39.64
Oakmark Equity And Income Fund Investor Class
AUM$3.6B
TER0.85%
Holdings309
See how much of OAKBX you already own
OAKBX Mutual Fund Geographic Allocation
OAKBX geographic allocation spans US (79.0%), United States (13.5%), United Kingdom (2.5%), Switzerland (2.1%), Ireland (2.0%). The fund covers 3 regions.
OAKBX country exposure helps investors assess international diversification and geopolitical risk. OAKBX sectors alongside geography give a fuller picture of portfolio allocation.