OAKIX - Oakmark International Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD
-0.16 (-0.70%)
At close: 8:00PM EDT
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Previous Close22.96
YTD Return11.63%
Expense Ratio (net)0.96%
CategoryForeign Large Blend
Last Cap Gain0.00
Morningstar Rating★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets35.32B
Beta (3Y Monthly)1.23
5y Average ReturnN/A
Holdings Turnover36.00%
Last Dividend0.44
Average for CategoryN/A
Inception DateSep 30, 1992
  • Morningstar18 days ago

    Vanguard's Latest Fee Cuts in 4 Charts

    This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. The pace of fee cuts on passively managed funds may have slowed in some corners of the fund universe, but not at Vanguard.

  • Morningstarlast month

    7 Good Funds That Have Just Reopened

    For actively managed funds, that cloud has been outflows: Actively managed funds endured more than $300 billion in outflows last year, according to Morningstar's estimates. For investors, the silver lining is that a smattering of closed domestic- and foreign-stock focused Morningstar Medalists have reopened during the past couple of months.

  • Morningstar2 months ago

    A Tough Time for All International-Stock Funds in 2018

    It was a tough 2018 for equity fund investors with money in the U.S. market: The S&P 500 lost 6%, and the Nasdaq fell 4%. The MSCI EAFE Index of developed markets plunged about 14% in U.S.-dollar terms, as did the MSCI ACWI ex USA Index (which includes a hefty dose of emerging markets). A variety of concerns hurt international markets, from local political issues to dismal economic data to the global impact of U.S. policies.

  • Morningstar3 months ago

    Oakmark International Reopens to New Investors

     Oakmark International  OAKIX has reopened to new investors as outflows have accelerated since midyear in the wake of dismal performance. The strategy is on pace for its steepest calendar-year loss in absolute terms since the depths of the global financial crisis in 2008. Its more-than 22% loss for the year through Dec. 14, 2018, trailed 100% of the foreign large-blend Morningstar Category and was almost twice the 12% loss of the strategy's MSCI World ex USA Index prospectus benchmark.

  • Morningstar3 months 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.

  • Morningstar4 months 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
    Kiplinger5 months ago

    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
    Kiplinger5 months ago

    Oakmark International

    Symbol: OAKIXExpense Ratio: 0.95%

  • Don't Bail on Foreign Stocks
    Kiplinger7 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.