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Oakmark International I

OAKIX
19.99
-0.19
-0.94%
7/22/2016
5 Years
  • Previous Close

    20.18

  • Net Assets

    22.84B

  • Yield

    2.52%

  • Front load

    None

  • Expenses

    0.95%

  • Category

    Foreign Large Blend

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

Oakmark

Fund Style

Open

Fund Manager

Robert Taylor

Investment Style

Large Value

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 500

Inception

9/30/1992

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