Skip to Content

Oakmark International Small Cap Investor OAKEX

Analyst rating as of
NAV / 1-Day Return
16.79  /  0.47 %
Total Assets
1.5 Bil
Adj. Expense Ratio
1.340%
Expense Ratio
1.350%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.40%
Turnover
48%

Morningstar’s Analysis OAKEX

Will OAKEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Despite recent underperformance, this strategy remains an excellent offering.

Associate Director

Summary

|

Oakmark International Small Cap is going through a tough stretch of underperformance but continues to have long-term merit. It earns a Morningstar Analyst Rating of Gold across most share classes, while the Investor share class is rated Silver.

Unlock our full analysis with Morningstar Investor