Oakmark International Small Cap Fund Class Institutional
OANEX
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
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7-Day Total Return
30-Day Total Return
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90-Day Total Return
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2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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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 (29), Michael L. Manelli (13), Justin D Hance (8)
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 non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.
