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Oakmark Investor OAKMX

Analyst rating as of
NAV / 1-Day Return
100.44  /  0.28 %
Total Assets
14.6 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Average
Longest Manager Tenure
20.95 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.15%
Turnover
35%
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Morningstar’s Analysis

Will OAKMX outperform in future?

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

Oakmark Funds' Fee Changes and New Share Class Don't Affect Ratings

Analyst Note

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Harris Associates will change its funds’ management fees around Dec. 15, 2020, which will cut or increase overall expense ratios, depending on share class. Plus, the family will launch a new R6 share class. This news doesn’t immediately affect the funds’ Morningstar Analyst Ratings.

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