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Oakmark International Small Cap Fund Class Institutional (OANEX)

US Funds

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19.06 -0.08 -0.42%

21/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 642.59M

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OANEX Overview

Find basic information about the Oakmark International Small Cap Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OANEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.02%

Prev. Close19.14

Risk Rating

TTM Yield2.02%

ROE13.92%

IssuerN/A

Turnover18%

ROA3.86%

Inception Date42704

Total Assets642.59M

Expenses1.09%

Min. Investment250,000

Market Cap3.26B

CategoryForeign Small/Mid Value

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Oakmark International Small Cap Fund Class Institutional Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1035	992	1235	1052	1442	-
Fund Return	3.5%	-0.79%	23.49%	1.72%	7.6%	-
Place in category	36	15	17	30	17	-
% in Category	85	27	28	67	36	-

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	10.08B	14.70	8.79	11.89
Oakmark International Institutional	8.08B	-1.64	-1.09	-
Oakmark Institutional	7.36B	14.92	9.04	-
Oakmark International Investor	5.07B	-1.86	-1.34	3.79
Oakmark Equity And Income Investor	4.45B	8.22	3.75	7.01

Top Funds for Foreign Small/Mid Value Category

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Small Cap Value I	11.1B	9.45	4.93	5.92
DFA International Vector Equity I	3.37B	6.91	2.83	5.75
Free Market International Equity In	3.12B	8.25	3.71	4.97
Kopernik Global All-Cap I	2.03B	7.30	2.08	8.72
DFA World ex US Targeted Val Instl	697.49M	8.13	3.64	5.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
ISS A/S	DK0060542181	3.30	126.40	+0.16%
Julius Baer	CH0102484968	3.24	56.24	+1.19%
Duerr AG	DE0005565204	2.98	21.920	+1.67%
Azimut Holding	IT0003261697	2.88	22.960	0.00%
Atea	NO0004822503	2.81	132.40	+1.85%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Internati.	19.06	-0.08	-0.42%