Is Oakmark Investor (OAKMX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 17 2024
0mins
Source: NASDAQ.COM
Overview of Oakmark Investor (OAKMX): OAKMX is an All Cap Value mutual fund with a Zacks Mutual Fund Rank of 3 (Hold), focusing on larger firms and exhibiting strong performance with a 5-year annualized return of 17.37% and a lower expense ratio of 0.89% compared to its category average.
Performance and Volatility: While OAKMX has shown solid returns, it also carries higher volatility with a 5-year beta of 1.15 and standard deviations above the category average, indicating more risk compared to its peers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
