OAKBX Mutual Fund
OAKBX Mutual Fund
NAV$41.75
AUM$3.8B
TER0.85%
Holdings269
See how much of OAKBX you already own
OAKBX Mutual Fund
NAV$41.75
Oakmark Equity And Income Fund Investor Class
AUM$3.8B
TER0.85%
Holdings269
See how much of OAKBX you already own
OAKBX Mutual Fund Geographic Allocation
OAKBX geographic allocation spans US (69.4%), United States (15.0%), United Kingdom (2.8%), Switzerland (1.9%), Ireland (1.8%). The fund covers 4 regions.
OAKBX country exposure helps investors assess international diversification and geopolitical risk. OAKBX sectors alongside geography give a fuller picture of portfolio allocation.