Advertisement
Skip to Content
Morningstar

Oakmark Investor OAKMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 115.50  /  1.85 %
  • Total Assets 16.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.92%
  • Turnover 65%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis OAKMX

Will OAKMX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OAKMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OAKMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Portfolio Manager Changes on Harris Associates' U.S. Equity Funds Do Not Affect Ratings

Director

Analyst Note

|

Unlock our full analysis with Morningstar Investor