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Oakmark International Small Cap Investor OAKEX

Analyst rating as of
NAV / 1-Day Return
19.95  /  0.05 %
Total Assets
1.7 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Above Average
Longest Manager Tenure
26.22 years
Category
Foreign Small/Mid Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.60%
Turnover
48%
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Morningstar’s Analysis

Will OAKEX 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

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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.

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