OAKBX Mutual Fund

OAKBX Mutual Fund

NAV$41.70
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See the full sector breakdown of OAKBX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

OAKBX Mutual Fund Sector Allocation

OAKBX sector allocation breaks down across Financials (19.4%), Consumer Discretionary (7.7%), Health Care (6.4%), Information Technology (6.4%), Communication Services (5.8%). Across 269 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

OAKBX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

OAKBX by country shows geographic exposure. OAKBX overlap reveals how sector exposure compares with other funds.