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Oakmark International Investor OAKIX

Analyst rating as of
NAV / 1-Day Return
24.44  /  2.73 %
Total Assets
22.7 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
29.63 years
Category
Foreign Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.44%
Turnover
42%
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Morningstar’s Analysis

Will OAKIX outperform in future?

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

Rebounding, as expected.

Associate Director

Summary

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Oakmark International remains one of the best options for value-oriented non-U.S. equity exposure. Most of the strategy’s share classes continue to earn Morningstar Analyst Ratings of Gold, though the most expensive C shares get Silver.

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