Nasdaq - Delayed Quote USD

Oakmark Select R6 (OAZLX)

83.84
+0.75
+(0.90%)
At close: February 14 at 8:01:20 PM EST
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DELL
  • Previous Close 83.09
  • YTD Return 5.10%
  • Expense Ratio 0.73%
  • Category Large Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 7.44B
  • Beta (5Y Monthly) 1.13
  • Yield 0.54%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.45
  • Inception Date Nov 30, 2016

The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.

Oakmark

Fund Family

Large Value

Fund Category

7.44B

Net Assets

2016-11-30

Inception Date

Performance Overview: OAZLX

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Trailing returns as of 2/14/2025. Category is Large Value.

YTD Return

OAZLX
5.10%
Category
4.44%
 

1-Year Return

OAZLX
22.57%
Category
14.37%
 

3-Year Return

OAZLX
11.08%
Category
6.04%
 

5-Year Return

OAZLX
15.00%
Category
9.20%
 

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Holdings: OAZLX

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Sector Weightings

SectorOAZLX
Technology   11.27%
Healthcare   10.86%
Energy   10.66%
Industrials   9.78%
Real Estate   5.43%
Utilities   0.00%

Recent News: OAZLX

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Research Reports: OAZLX

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