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OAKLX Mutual Fund Price & Analysis

The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.
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OAKLX Mutual Fund Chart & Stats

OAKLX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
IQVIA Holdings
7.32%
Alphabet Inc. Class A
7.26%
First Citizens BancShares, Inc. Class A
6.69%
Lithia Motors
6.43%
Deere & Company
6.24%
Cbre Group
5.19%
Paycom Software
5.10%
Intercontinental Exchange Inc.
4.88%
Charles Schwab Corp.
4.87%
Capital One Financial Corp.
4.79%
Total58.77%

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