WebMar 31, 2024 · Performance. The Oakmark Bond Fund (“the Fund”) returned +1.72% in the first calendar quarter of 2024, underperforming its benchmark, the Bloomberg U.S. Aggregate Bond Index, which returned 2.96%. Despite the weak relative quarter, inception-to-date performance remains acceptable in a market environment characterized by slowing … WebApr 12, 2024 · One-month return of APA Corporation (NASDAQ:APA) was 24.56%, and its shares lost 8.46% of their value over the last 52 weeks. APA Corporation (NASDAQ:APA) …
Oakmark Global Fund: Q1 2024 Commentary Seeking Alpha
WebAug 19, 2024 · The fund's top holdings like Bank of America and Comcast are readily recognized as value picks, but they sit side by side with Alphabet and Facebook as the fund's biggest positions.... WebAug 5, 1991 · Top 10 Equities and Equivalents As of 02/28/2024 KKR: 3.4% Alphabet Cl A: 3.2% Wells Fargo: 2.9% Oracle: 2.6% Capital One Financial: 2.6% Ally Financial: 2.5% … cruz framing
Oakmark Bond Fund: Q1 2024 Commentary Seeking Alpha
Web2 days ago · The securities mentioned above comprise the following percentages of the Oakmark Bond Fund's total net assets as of 03/31/2024: Ally Financial 4.700% Due 08-15-69 0.7%, Netflix CC 03/30 144A 4.875 ... WebMar 31, 2024 · Oakmark Fund - Investor Class Average Annual Total Returns 03/31/22 Since Inception 08/05/91 12.94% 10-year 13.80% 5-year 13.73% 1-year 13.12% 3-month -2.63%. … WebApr 7, 2024 · Oakmark Funds’ Nygren is one of the best-performing value-focused fund managers on Wall Street with decades of experience. He has been the manager of the Oakmark Select Fund since 1996... cruz fitness tucson az