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Oakmark Global Select Fund Investor Class (OAKWX)

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22.75 -0.01    -0.04%
21/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 335.19M
Oakmark Global Select Investor 22.75 -0.01 -0.04%

OAKWX Overview

 
Find basic information about the Oakmark Global Select Fund Investor Class 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 OAKWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.78%
Prev. Close22.76
Risk Rating
TTM Yield0.78%
ROE15.40%
IssuerN/A
Turnover32%
ROA5.19%
Inception Date38992
Total Assets335.19M
Expenses1.14%
Min. Investment1,000
Market Cap90.7B
CategoryWorld Large - Stock Value
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Oakmark Global Select Fund Investor Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 984 1203 986 1445 1913
Fund Return 6.45% -1.56% 20.29% -0.47% 7.64% 6.7%
Place in category 131 142 126 142 93 53
% in Category 88 90 84 100 72 60

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 5.2B 6.16 6.79 6.27
  Franklin Mutual Global Discovery Z 3.21B 6.37 7.05 6.54
  Franklin Mutual Beacon Z 2.15B 9.15 4.15 7.22
  SEI Global Managed Volatility A (SI 1.99B 15.56 8.24 -

Top Holdings

Name ISIN Weight % Last Change %
  Alphabet A US02079K3059 5.79 167.63 -4.74%
  CNH Industrial NV NL0010545661 5.75 11.92 +4.56%
  Fiserv US3377381088 5.57 217.41 -0.24%
  IQVIA Holdings US46266C1053 5.57 197.60 +1.66%
  Bayer DE000BAY0017 5.53 19.55 +0.15%

Technical Summary

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