Oakmark International Small Cap Investor ( OAKEX ) a Zacks Rank #1 (Strong Buy) seeks long-term capital appreciation. The fund invests primarily in common stocks of non-U.S. companies
This Non US - Equity fund, as of the last filing, allocates their fund in Foreign Stock. Further, as of the last filing, KONECRANES OYJ, JULIUS BAER GROUP LTD and BNK FINANCIAL GROUP INC were the top holdings for OAKEX.
The Oakmark International Small Cap Investor fund, managed by Oakmark , carries an expense ratio of 1.38%. Moreover, OAKEX requires a minimal initial investment of $1,000.
OAKEX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 5 year benchmarks; 1 year 6.31% and 5 year 8.36%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
OAKEX's performance, as of the last filing, when compared to funds in its category was in the top 26% in 1 year, top 17% over the past 3 years, and in the 11% 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.