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Oakmark International Small Cap Investor OAKEX Fund Analysis

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Morningstar’s Fund Analysis OAKEX

Will OAKEX outperform in future?

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

Despite recent underperformance, this strategy remains an excellent offering.

Associate Director


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Oakmark International Small Cap is going through a tough stretch of underperformance but continues to have long-term merit. It earns a Morningstar Analyst Rating of Gold across most share classes, while the Investor share class is rated Silver.

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