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Oakmark International Investor OAKIX

Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 26.21  /  1.24 %
  • Total Assets 21.2 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.62%
  • Turnover 35%

Morningstar’s Analysis OAKIX

Will OAKIX 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 is going through a tough stretch of underperformance but remains among the best value-oriented non-U.S. equity options available. It continues to merit Morningstar Analyst Ratings of Gold across most share classes, though the most expensive share class (C) gets Silver.

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