Skip to Content

Oakmark International Small Cap Service OAREX

Analyst rating as of
NAV / 1-Day Return
20.43  /  0.24 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.590%
Expense Ratio
1.590%
Fee Level
High
Longest Manager Tenure
25.99 years
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Limited
TTM Yield
1.28%
Turnover
42%
Premium

Morningstar’s Analysis

Will OAREX outperform in future?

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

Increased conviction in the investment approach drives an upgrade.

Associate Director

Summary

| |

Increased conviction in Oakmark International Small Cap’s investment approach lifts most share classes' Morningstar Analyst Ratings to Gold from Bronze; the more expensive service share class was upgraded to Silver from Bronze.

Unlock our full analysis with Morningstar Premium