Oakmark Fund (OAZMX.O)

At A Glance

You hold OAZMX.O in 0 portfolios

Net Asset Value

106.57USD

 2.61 +2.51%

05/17/2022

Category
US Diversified Equity
YTD Return (Cumulative)
 -10.56%
Classification
Multi-Cap Value
5 Year Return (Annualized)
--
Lipper Index
Lipper Mlt-Cap Value IX
Lipper Leader Profile (Overall)
Total Return
N/A
Consistent Return
N/A
Capital Preservation
N/A
Low Expense
N/A
Tax Efficiency(U.S. only)
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Total
Return		Consistent
Return		Capital
Preservation		Expense*Tax
Efficiency		Overview
Overall Rating
Peers with Rating
(out of 0 funds)*
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
3 Year Rating
Peers with Rating
(out of 0 funds)*
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
5 Year Rating
Peers with Rating
(out of 0 funds)*
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
10 Year Rating
Peers with Rating
(out of 0 funds)*
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A
NA Funds
N/A

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 17.1%
3Yr Return
 27.5%
5Yr Return
 18.5%

AVALX's YTD Return outperformed OAZMX.O

YTD Return
 7.1%
3Yr Return
 22.8%
5Yr Return
 18.4%

DHANX's YTD Return outperformed OAZMX.O

1 ETF »

YTD Return
 4.7%
3Yr Return
--
5Yr Return
--

GBDV's YTD Return outperformed OAZMX.O

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