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Oakmark International Small Cap Service OAREX

Analyst rating as of
NAV / 1-Day Return
20.37  /  1.75 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.590%
Expense Ratio
1.590%
Fee Level
High
Longest Manager Tenure
25.52 years
Category
Foreign Small/Mid Blend
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.28%
Turnover
42%
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Morningstar’s Analysis

Will OAREX outperform in future?

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

Contrary, streaky.

Summary

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Oakmark International Small Cap’s capable managers and volatile but consistent style earn it a Morningstar Analyst Rating of Bronze.

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