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Oakmark Global Investor OAKGX

Analyst rating as of
NAV / 1-Day Return
38.60  /  0.00
Total Assets
1.6 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Above Average
Longest Manager Tenure
17.98 years
Category
World Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.14%
Turnover
24%
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Morningstar’s Analysis

Will OAKGX outperform in future?

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

A great, albeit bold, option for global equity exposure.

Associate Director

Summary

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Despite a looming transition, Oakmark Global remains a great option for value-oriented global equity exposure. Most of the strategy's share classes retain their Morningstar Analyst Ratings of Silver, while the service share class increases to Silver from Bronze.

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