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Oakmark Global Investor OAKGX

Analyst rating as of
NAV / 1-Day Return
28.54  /  0.52 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Above Average
Longest Manager Tenure
18.67 years
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.00%
Turnover
40%

Morningstar’s Analysis

Will OAKGX outperform in future?

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

Despite recent underperformance, this is still a strong offering.

Associate Director

Summary

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Oakmark Global is going through a tough stretch of underperformance but retains its long-term merit. The strategy continues to earn a Morningstar Analyst Rating of Silver across all share classes.

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