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Oakmark Global Institutional OANGX

Analyst rating as of
NAV / 1-Day Return
29.40  /  0.17 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
18.56 years
Category
Global Large-Stock Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.33%
Turnover
40%
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Morningstar’s Analysis

Will OANGX outperform in future?

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

A great, albeit bold, option for global equity exposure.

Associate Director

Summary

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Despite a looming transition, Oakmark Global remains a great option for value-oriented global equity exposure. Most of the strategy's share classes retain their Morningstar Analyst Ratings of Silver, while the service share class increases to Silver from Bronze.

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