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Oakmark Investor OAKMX

Analyst rating as of
NAV / 1-Day Return
69.38  /  2.25 %
Total Assets
11.5 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
20.31 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.87%
Turnover
51%
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Morningstar’s Analysis

Will OAKMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Succession planning in place.

Summary

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Oakmark’s commitment to its time-tested approach and succession planning progress earn its cheapest share classes a Morningstar Analyst Rating of Gold while the pricier ones are rated Silver.

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