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Oakmark Investor OAKMX

Analyst rating as of
NAV / 1-Day Return
104.54  /  1.76 %
Total Assets
14.8 Bil
Adj. Expense Ratio
0.890%
Expense Ratio
0.910%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.66%
Turnover
19%

Morningstar’s Analysis OAKMX

Will OAKMX outperform in future?

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

Portfolio Manager Changes on Harris Associates' U.S. Equity Funds Do Not Affect Ratings

Summary

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Oakmark remains a strong option for long-term investors. It earns a Morningstar Analyst Rating of Gold for all but its priciest share class, which is rated Silver.

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