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OAKMX

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1m

Analysis and statistics

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About

OAKMX.US refers to the Oakmark International Fund Investor Class. It's a mutual fund that invests primarily in a diversified portfolio of international equity securities. The fund aims to achieve long-term capital appreciation by investing in companies that, in the opinion of the investment adviser, are undervalued.
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Factors

Market Conditions: Overall stock market performance influences fund values. A rising market boosts OAKMX.US, while a falling market reduces it. Company Performance: The financial health and growth of companies held within OAKMX.US directly impact its price. Strong company results lead to price increases. Interest Rate Changes: Rising interest rates can negatively impact bond values and certain sectors held by OAKMX.US, potentially lowering the fund's price. Inflation: High inflation erodes purchasing power, potentially impacting corporate profits and thus lowering the value of OAKMX.US holdings. Fund Management Expertise: The skill and strategies of the fund's managers in selecting investments play a key role in the fund's performance and price.

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