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How is Oakmark Global Investor Fund (OAKGX) Performing?

Oakmark Global Investor ( OAKGX ) a Zacks Rank #1 (Strong Buy) seeks long-term capital appreciation. The fund invests primarily in value stocks of U.S. and non-U.S. companies.

This Global - Equity fund, as of the last filing, allocates their fund in three major groups; Foreign Stock, Large Value and Small Value. Further, as of the last filing, CREDIT SUISSE GROUP AG, CNH INDUSTRIAL NV and TE CONNECTIVITY LTD were the top holdings for OAKGX.

The Oakmark Global Investor fund, managed by Oakmark , carries an expense ratio of 1.17%. Moreover, OAKGX requires a minimal initial investment of $1,000.

OAKGX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 4.65%, 3 year 1.24% and 5 year 10.83%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

OAKGX's performance, as of the last filing, when compared to funds in its category was in the top 56% in 1 year, top 63% over the past 3 years, and in the 28% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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