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Oakmark Global Select Fund Class Institutional (OANWX)

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22.90 -0.47    -2.01%
12/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 453.26M
Oakmark Global Select Institutional 22.90 -0.47 -2.01%

OANWX Overview

 
Find basic information about the Oakmark Global Select Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OANWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change18.69%
Prev. Close23.37
Risk Rating
TTM Yield1%
ROE15.40%
IssuerN/A
Turnover32%
ROA5.19%
Inception Date42704
Total Assets453.26M
Expenses0.91%
Min. Investment250,000
Market Cap90.7B
CategoryWorld Large - Stock Value
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Oakmark Global Select Fund Class Institutional Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1067 985 1206 993 1461 -
Fund Return 6.7% -1.51% 20.57% -0.24% 7.87% -
Place in category 126 141 122 140 83 -
% in Category 84 90 82 100 64 -

Top Equity Funds by Oakmark

  Name Rating Total Assets YTD% 3Y% 10Y%
  Oakmark Investor 10.08B 14.70 8.79 11.89
  Oakmark International Institutional 8.08B -1.64 -1.09 -
  Oakmark Institutional 7.36B 14.92 9.04 -
  Oakmark International Investor 5.07B -1.86 -1.34 3.79
  Oakmark Equity And Income Investor 4.45B 8.22 3.75 7.01

Top Funds for World Large-Stock Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Global Stock 10.64B 9.85 7.12 8.40
  Franklin Mutual Global Discovery A 5.29B 6.16 6.79 6.27
  Franklin Mutual Global Discovery Z 3.26B 6.37 7.05 6.54
  Franklin Mutual Beacon Z 2.18B 9.15 4.15 7.22
  SEI Global Managed Volatility A (SI 2B 15.56 8.24 -

Top Holdings

Name ISIN Weight % Last Change %
  Alphabet A US02079K3059 5.79 181.62 +0.70%
  CNH Industrial NV NL0010545661 5.75 10.26 -4.29%
  Fiserv US3377381088 5.57 214.06 -0.37%
  IQVIA Holdings US46266C1053 5.57 213.57 -1.58%
  Bayer DE000BAY0017 5.53 20.88 -14.50%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
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