Skip to Content

Oakmark International Small Cap Investor OAKEX

Analyst rating as of
NAV / 1-Day Return
20.13  /  0.95 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Above Average
Longest Manager Tenure
25.51 years
Category
Foreign Small/Mid Blend
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.59%
Turnover
42%
Premium

Morningstar’s Analysis

Will OAKEX outperform in future?

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

Contrary, streaky.

Summary

| |

Oakmark International Small Cap’s capable managers and volatile but consistent style earn it a Morningstar Analyst Rating of Bronze.

Unlock our full analysis with Morningstar Premium