OAKIX - Oakmark International Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD
21.12
-1.40 (-6.22%)
At close: 8:00PM EST
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Previous Close22.52
YTD Return-18.55%
Expense Ratio (net)0.95%
CategoryForeign Large Blend
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets36.59B
Beta (3Y Monthly)1.24
Yield1.63%
5y Average ReturnN/A
Holdings Turnover41.00%
Last Dividend0.03
Average for CategoryN/A
Inception DateSep 30, 1992
  • Morningstar7 days ago

    Mid-60s Couple Exemplifies the Changing Face of Retirement

    At 67 and 64, respectively, Bill and Kathleen are starting to see many of their peers retire. In an effort to retire debt-free and to preserve their retirement assets for as long as possible, they plan to continue working for another five to seven years. Kathleen is the office manager for a pediatric medicine practice.

  • Morningstar9 days ago

    Top Picks for Year-End Rebalancing

    "If you're in your 30s or 40s and you think you have at least 20, 25 years until retirement, you should want to see these periodic market sell-offs, because you want to hold a mostly equity heavy portfolio at that life stage," says Morningstar director of personal finance Christine Benz. To Benz's point, the S&P 500 is up about 11% per year for the trailing five-year period. As such, investors may find that their portfolios are light on bonds and international stocks.

  • 4 Funds Worth Making the Extra Effort to Buy
    Kiplingerlast month

    4 Funds Worth Making the Extra Effort to Buy

    These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy initial shares -- but we think you should endure the hassle.

  • Oakmark International
    Kiplinger2 months ago

    Oakmark International

    Symbol: OAKIXExpense Ratio: 0.95%

  • Don't Bail on Foreign Stocks
    Kiplinger3 months ago

    Don't Bail on Foreign Stocks

    The downturn among foreign stocks has affected the foreign-stock funds in the Kiplinger 25, but they still deserve a place in your portfolio.

  • Morningstar10 months ago

    New Year, Not-So-New Trends in Fund Flows

    January fund flows set a new monthly record with taxable bond funds continuing to dominate.

  • Morningstar10 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Feb. 16.

  • Morningstar10 months ago

    These 7 Funds Were Upgraded in January

    Seven upgrades, two downgrades, and three new ratings are the highlights of January's Morningstar Analyst Rating activity.

  • Morningstar10 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Feb. 9.

  • Investopedia10 months ago

    3 Oakmark Funds Desirable for Retirement Investing

    Learn about what makes Oakmark Funds desirable for retirement investing. Read about the top three Oakmark funds to research for retirement diversification.

  • Morningstar10 months ago

    The Top 25 Funds Investors Bought in 2017

    Investors continue to flock to index funds in droves, but they've kept the faith in some actively managed bond funds and a few strong-performing active international-stock strategies.

  • Morningstar11 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Jan. 26.

  • Morningstar11 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Jan. 19.

  • Morningstar11 months ago

    Morningstar Runs the Numbers

    We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Jan. 12.