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    Oakmark II (OARMX)

    66.33 Down 0.22(0.33%) Aug 3
    Prev Close:66.55
    YTD Return*:-0.47%
    Net Assets*:18.10B
    Yield*:0.40%

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for OARMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BAC3.35N/A
    APA2.64N/A
    C2.55N/A
    MA2.51N/A
    AIG2.50N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:18.1B
    Category:Large Blend
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:-0.47%
    5y Avg Return:17.07%
    Rank in Category (ytd):82
    % Rank in Category (ytd):4.92%
    Beta (3y):1.06
    Morningstar Risk Rating:4

    Fund Summary

    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 investment philosophy is based upon the belief that, over time, a company's stock price converges with the estimate of its intrinsic or true business value. View More
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