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Oakmark Global Service OARGX

Analyst rating as of
NAV / 1-Day Return
33.39  /  2.43 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.320%
Expense Ratio
1.320%
Fee Level
High
Longest Manager Tenure
17.33 years
Category
World Large Stock
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
0.08%
Turnover
24%
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Morningstar’s Analysis

Will OARGX outperform in future?

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

A capable transition game.

Summary

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Oakmark Global's high-conviction approach retains appeal for gutsy investors, but a looming transition and high fees reduce its Morningstar Analyst Rating to Silver and Bronze, depending on the share class, from Gold.

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