OAKBX Stock: Oakmark Equity And Income Fund Investor Class Stock Price, Analysis & Insights
Get live OAKBX stock price $38.85, comprehensive Oakmark Equity And Income Fund Investor Class stock analysis, charts, news, and expert forecast. Real-time OAKBX stock data and investment insights.
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Oakmark Equity And Income Fund Investor Class (OAKBX) Overview
Oakmark Equity And Income Fund Investor Class (OAKBX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, OAKBX trades at $38.85 with a market capitalization of 5.86B . Over the past 52 weeks, OAKBX has traded between $36.53 and $39.83 , with the current price positioned at approximately 7...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 5.86B
- Current price: $38.85
- 52-week range: $36.53 - $39.83
- P/E ratio: 18.90
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund endeavors to generate income while also safeguarding and expanding capital over time. Its primary strategy involves investing in a diverse portfolio of U.S. stocks and bonds. Structured to provide a balanced investment program focusing on b...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Address
- Harris Associates LP
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 18.9)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Oakmark Equity And Income Fund Investor Class shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Oakmark Equity And Income Fund Investor Class
- ⚠Investors should consider how Oakmark Equity And Income Fund Investor Class fits within their overall portfolio allocation
Market Cap
5.86B
P/E Ratio (TTM)
18.90
Beta
0.93
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.