OAKWX Mutual Fund

OAKWX Mutual Fund

NAV$27.43
See how much of OAKWX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free
FundXLS Pro
See the full sector breakdown of OAKWX
Sector concentration, industry allocation and the exact weight of every sector.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

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

Sector AllocationPRO

Sector BreakdownPRO

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

Industry BreakdownPRO

Top 15 industries by allocation

OAKWX Mutual Fund Sector Allocation

OAKWX sector allocation breaks down across Financials (18.4%), Health Care (12.9%), Consumer Staples (7.3%), Information Technology (4.4%), Communication Services (3.7%). Across 26 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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