Is Oakmark International a good investment?
Is Oakmark International a good investment?
The fund’s level of return is high for the trailing three-, five- and 10-year periods as well. The fund has returned -16.42 percent over the past year, 1.48 percent over the past three years, 1.18 percent over the past five years and 5.97 percent over the past decade.
Are Oakmark funds no load?
The Oakmark Funds are no-load funds, which means shares are sold without a commission or sales charge. Each Fund’s annual operating expenses (expenses that you pay each year as a percentage of the value of your investment) can be found on the individual Fund pages.
What is the Oakmark International Fund?
Oakmark International invests in a diversified portfolio of common stocks of non-U.S. companies. The Fund generally focuses on mid- and large-cap companies, though small-cap companies are also eligible for investment.
Is an Oakmark fund a mutual fund?
Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long-term capital appreciation by generally investing in mid- and large-cap U.S. companies.
Who runs Oakmark funds?
Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds.
Does Oakmark have ETFS?
Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool….Oakmark Mutual Funds.
| Ticker | Name | Expense Ratio |
|---|---|---|
| OAKWX | Oakmark Global Select I | 1.43% |
| OAKMX | Oakmark I | 1.23% |
| OARMX | Oakmark II | 1.44% |
| OAKIX | Oakmark International I | 1.17% |
What fund does Bill Nygren manage?
the Oakmark Select Fund
Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds.
