Oakmark Equity And Fund Quote
| OAYBX Fund | USD 37.06 0.06 0.16% |
PerformanceSolid
| Odds Of DistressLow
|
Oakmark Equity is trading at 37.06 as of the 19th of July 2025; that is 0.16 percent down since the beginning of the trading day. The fund's open price was 37.12. Oakmark Equity has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of May 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. More on Oakmark Equity And
Moving together with Oakmark Mutual Fund
Oakmark Mutual Fund Highlights
| Fund Concentration | Oakmark Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Oakmark (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Oakmark Equity And [OAYBX] is traded in USA and was established 19th of July 2025. Oakmark Equity is listed under Oakmark category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Oakmark family. This fund now has accumulated 6.27 B in assets with no minimum investment requirementsOakmark Equity And is currently producing year-to-date (YTD) return of 5.13% with the current yeild of 0.02%, while the total return for the last 3 years was 11.38%.
Check Oakmark Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oakmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oakmark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakmark Equity And Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oakmark Equity And Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| DOV | Dover | Stock | Industrials | |
| BAC | Bank of America | Stock | Financials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| RGA | Reinsurance Group of | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| MA | Mastercard | Stock | Financials |
Oakmark Equity And Risk Profiles
| Mean Deviation | 0.4517 | |||
| Semi Deviation | 0.4494 | |||
| Standard Deviation | 0.638 | |||
| Variance | 0.407 |
Oakmark Equity Against Markets
Other Information on Investing in Oakmark Mutual Fund
Oakmark Equity financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Equity security.
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