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Oakmark International Small Cap Investor OAKEX

Analyst rating as of
  • NAV / 1-Day Return 18.18  /  1.09 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.33%
  • Turnover 37%

Morningstar’s 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

Summary

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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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