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OAKMX Mutual Fund Price & Analysis

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of the company's intrinsic value.

OAKMX Mutual Fund Chart & Stats

OAKMX Mutual Fund Smart Score

6
Neutral
1
2
3
4
5
6
7
8
9
10

Analyst Consensus

Moderate Buy
Average Price Target:
170.39 (― Downside)

Crowd Wisdom

Very Negative
Last 7 Days ▼ 1.0%
Last 30 Days ▼ 4.4%
Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
American International Group, Inc.
3.26%
Alphabet Inc. Class A
3.21%
Charles Schwab Corp.
3.14%
Citigroup Inc
3.00%
Conocophillips
2.82%
General Motors Company
2.81%
Intercontinental Exchange Inc.
2.79%
Deere & Company
2.74%
Phillips 66 (PSX)
2.70%
Willis Towers Watson Public Limited Company
2.36%
Total28.85%

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