Oakmark Equity and Income Fund Investor Class (OAKBX)
NASDAQ NASDAQ Primary Summary
OAKBX Chart
Oakmark Equity and Income Fund Investor Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 501 | $15,828.08 | $19,463.85 | $3,635.77 | 22.97% |
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Oakmark Equity and Income Fund Investor Class Profile
| NASDAQ Exchange | US Country |
Overview
This fund is designed for investors looking to diversify their investment portfolio by gaining exposure to international markets, specifically through small cap companies. It invests primarily in a wide range of common stocks from non-U.S. companies, adhering to a policy of investing at least 80% of its net assets in small cap companies' stocks. These are defined as companies with a market capitalization not exceeding the largest market cap present in the S&P EPAC Small Cap Index. The fund is international in scope, willing to invest in non-U.S. markets worldwide, including emerging markets, and maintains a policy of investing in at least five countries outside the U.S., ensuring a broad geographical diversification for its investors.
Products and Services
- Diversified Portfolio of Non-U.S. Common Stocks
- Investment in Small Cap Companies
- Exposure to Emerging and Global Markets
This product targets investors aiming to diversify their portfolios by gaining exposure to small cap companies outside the U.S. It offers a diversified investment in common stocks of international companies, capitalizing on the growth potential of small cap markets across a range of industries and sectors.
The fund allocates at least 80% of its net assets in small cap companies defined by the S&P EPAC Small Cap Index cap. This strategy focuses on identifying and investing in small cap companies with significant growth potential, which are often less covered and can offer unique investment opportunities.
By investing in securities of at least five countries outside the U.S., including emerging markets, this fund offers exposure to a broad range of global economies. This allows for the potential of high returns from markets with rapid economic development, while also diversifying the risk associated with the volatility of these markets.
