Oakmark Global Fund Investor Class
OAKGX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Oakmark
Manager/Tenure
(Years)
(Years)
David G. Herro (8), Anthony P. Coniaris (8), M. Colin Hudson (2), 2 others
Website
Address
Oakmark
Kansas City MO - 64121-9558
Kansas City MO - 64121-9558
Country
United States
Phone Number
617-483-8327
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.