OAKGX Mutual Fund

OAKGX Mutual Fund

NAV$40.31
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See the full sector breakdown of OAKGX
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

OAKGX Mutual Fund Sector Allocation

OAKGX sector allocation breaks down across Financials (11.4%), Health Care (9.5%), Consumer Staples (8.0%), Information Technology (6.8%), Industrials (6.1%). Across 57 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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