Skip to Content

Oakmark Global Investor OAKGX

Analyst rating as of
NAV / 1-Day Return
30.22  /  0.10 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Above Average
Longest Manager Tenure
19.10 years
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.02%
Turnover
58%

Morningstar’s Fund Analysis OAKGX

Will OAKGX outperform in future?

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

Portfolio Manager Changes at Oakmark Global Do Not Affect Its Ratings

Associate Director

Analyst Note

|

Harris Associates, advisor to the Oakmark funds, announced several portfolio manager changes across its fund lineup on Aug. 1, 2022. As it relates to Oakmark Global, Clyde McGregor is stepping off the fund in December 2023. McGregor, who has been with the firm since 1981 and has run the strategy’s U.S. portion since 2003, will remain with the firm after that date but will transition to managing private wealth accounts going forward.

Unlock our full analysis with Morningstar Investor