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Oakmark International Small Cap Investor OAKEX

Analyst rating as of
NAV / 1-Day Return
15.89  /  1.73 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.350%
Expense Ratio
1.350%
Fee Level
Above Average
Longest Manager Tenure
26.80 years
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.99%
Turnover
48%

Morningstar’s Fund 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

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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.

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