Oakmark International Small Cap II (OAREX)
15.65 0.04(0.26%) May 21
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for OAREX at this time.
|Morningstar Overall Rating:|
|Category:||Foreign Small/Mid Blend |
|Annual Report Expense Ratio (net):||1.69%|
Performance & Risk
|5y Avg Return:||4.21%|
|Rank in Category (ytd):||32|
|% Rank in Category (ytd):||46.38%|
|Morningstar Risk Rating:||4|
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 less than $5 billion at the time of investment. 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. View More