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Oakmark Global Select Investor OAKWX

Analyst rating as of
NAV / 1-Day Return
18.18  /  3.41 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Fee Level
Above Average
Longest Manager Tenure
15.73 years
Category
Global Large-Stock Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.95%
Turnover
49%

Morningstar’s Analysis

Will OAKWX outperform in future?

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

Risk management considerations lead to a downgrade.

Associate Director

Summary

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Oakmark Global Select remains a strong offering for global equity exposure, but lower conviction in the investment approach warrants a Morningstar Analyst Rating downgrade to Bronze from Silver across all share classes.

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