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Oakmark International Investor OAKIX

Analyst rating as of
NAV / 1-Day Return
19.90  /  1.83 %
Total Assets
17.4 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
30.02 years
Category
Foreign Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.80%
Turnover
42%

Morningstar’s Fund 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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