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Oakmark Investor OAKMX

Analyst rating as of
NAV / 1-Day Return
102.73  /  0.13 %
Total Assets
15.5 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Above Average
Longest Manager Tenure
22.17 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.58%
Turnover
19%
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Morningstar’s Analysis

Will OAKMX outperform in future?

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

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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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