Oakmark Capital. OAKM - Focused, actively managed U. The Oakmark U. , based i

OAKM - Focused, actively managed U. The Oakmark U. , based in Chicago, is the investment adviser to The Oakmark Funds and manages domestic equity, international equity, and balanced portfolios. The Fund See Oakmark Fund (OAKMX) mutual fund ratings from all the top fund analysts in one place. Long-term capital appreciation Oakmark Fund is a diversified fund that seeks long-term capital appreciation by generally investing in larger Read The Oakmark Funds mututal fund investing news, commentary, market insights and more. Review the OAKMX stock price, growth, performance, sustainability and more to help you make the best investments. Large Cap ETF (OAKM) is an exchange-traded fund that mostly invests in large cap equity. and Harris Associates Securities L. Harris Associates L. Returns reflect changes in share price and reinvestment of dividends and capital gains, if any. companies. S. Officially filed on June 4, 2002, this corporation is recognized under the document The Oakmark Funds prioritizes patience, opportunity, and a client-first approach when it comes to value investment strategies and global asset managment. The Oakmark ETFs are distributed by Foreside Fund Services, LLC. View mutual fund news, mutual fund market and mutual fund interest rates. 1 As of the most recent prospectus, the investment advisor has contractually agreed to waive fees and/or Bill Nygren answers shareholder questions in its Q3 2025 Oakmark Fund update. Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large Cap ETF (OAKG) expand our active ETF suite, joining the Morningstar Gold Medalist-rated Oakmark U. Get the latest dividend data for Oakmark Fund Investor Class (OAKMX), including dividend history, yield, key dates, growth and other metrics. For federal tax purposes, the fund’s income and short-term capital gain distributions are taxed as ordinary income and long-term capital gain distributions are taxed as long-term capital gains. Oakmark Fund Investor Class OAKMX Schwab Mutual Fund OneSource® (no-load, no-transaction-fee) Prospectus Mutual Fund Report Card Summary Charts Performance Risk & Tax Analysis Portfolio . As a result, the Oakmark Fund made no annual capital gains distributions in 2023. P. The fund is an actively managed, high-conviction fund holding fewer than Long-term capital appreciation Oakmark Fund is a diversified fund that seeks long-term capital appreciation by generally investing in larger Long-term capital appreciation Oakmark Fund is a diversified fund that seeks long-term capital appreciation by generally investing in larger OAKMX | A complete Oakmark Fund;Investor mutual fund overview by MarketWatch. Learn how tax efficiency and fund strategy shape long-term returns Long-term capital appreciation Oakmark International invests in a diversified portfolio of common stocks of non-U. are not affiliated Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds’ portfolios Tax Center - Oakmark FundsShareholder Tax Information Guide The guide contains the following information to assist you with your federal and state Long-term capital appreciation Oakmark Global invests primarily in a diversified portfolio of common stocks of U. If you are eligible and want to exchange Harris Associates L. large-cap value ETF that invests in quality companies priced at a discount to the experienced team’s As always, we take into consideration the tax efficiency of the Fund to help maximize after-tax returns. Oakmark will periodically examine shareholder Fund accounts held directly to determine eligibility for conversion. , a Florida Profit Corporation, is a business entity located in Daytona Beach, FL. and non-U. Form Oakmark Equity and Income Fund: Third Calendar Quarter 2025 September 30, 2025 At the sector level for the equity portfolio, the largest contributors to Objective Current income and preservation and growth of capital Oakmark Equity and Income seeks income and preservation and growth of Oakmark Capital, Inc. See Oakmark Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others. The Long-term capital appreciation Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long-term capital appreciation by generally Contact The Oakmark Funds today to help you get the answers and additional information you need about investment fund management.

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