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A Global-Stock Fund That Inspires Confidence

Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.


Greg Carlson: The Medalist of the Week is Oakmark Global Fund (OAKGX). I should mention at the outset that this fund is closed to third-party investors. However, it can still be purchased directly from Oakmark, even for new investors.

Part of the reason it is partially closed is that even though the asset base is fairly small, managers Clyde McGregor and Rob Taylor tend to own a compact portfolio of 40 to 50 stocks, and they will own more mid-cap stocks than the typical world-stock manager.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.