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Oakmark Investor OAKMX

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%

Morningstar’s Analysis OAKMX

Will OAKMX outperform in future?

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

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

Analyst Note

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