In recent times, oakmark funds home page has become increasingly relevant in various contexts. The Oakmark Funds | Global Asset Manager | Value Investing Redefined. The Oakmark Funds redefines value investing with their sterling reputation, deep and loyal commitment, and a unique philosophy. Value Investing - The Oakmark Funds.
Oakmark International invests in a diversified portfolio of common stocks of non-U.S. The Fund generally focuses on mid- and large-cap companies, though small-cap companies are also eligible for investment. In this context, oakmark Fund - Oakmark Funds. For Oakmark Equity and Income Fund, beta is measured against the S&P 500 Index.
The beta presented is since the inception of each Fund with the exception of The Oakmark International Small Cap Fund, which shows 10-year beta versus the benchmark. It's important to note that, large Cap ETF - Oakmark Funds. Another key aspect involves, current performance may be lower or higher than the performance data quoted.
Total return includes change in share prices and, in each case, includes reinvestment of dividends and capital gain distributions. To obtain most recent month-end performance data, visit oakmark.com/OAKM. Look at Value Investing Differently - The Oakmark Funds.
1991 The Oakmark Fund is launched, marking the start of the Oakmark family of funds. The Oakmark International Fund is introduced, beginning our expansion beyond U.S. In relation to this, the firm’s assets under management cross $5 billion. Oakmark International.
Oakmark Global invests primarily in a diversified portfolio of common stocks of U.S. The Fund’s all-cap mandate allows investment across the market-cap spectrum. Contact Us - Oakmark Funds. Furthermore, contact The Oakmark Funds today to help you get the answers and additional information you need about investment fund management. Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long-term capital appreciation by generally investing in mid- and large-cap U.S.
Updated: Oakmark Capital Gain Tax Estimates - Oakmark Funds. Capital gain distributions will be paid to shareholders of record as of Wednesday, December 10, 2025.
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