The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.
Oakmark funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit Oakmark's website to open an account and purchase OAKIX.
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Oakmark International Fund Investor Class
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Note: This calculator uses simplified assumptions based on OAKIX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Oakmark International Fund Investor Class
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Important: This projection uses simplified assumptions based on OAKIX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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OAKIX is the ticker symbol for Oakmark International Fund Investor Class, a International Large Blend mutual fund managed by Oakmark. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.
OAKIX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
OAKIX has posted a 1-year return of +8.79%, 3-year return of +8.49%, 5-year return of +3.91%, 10-year return of +7.87%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
OAKIX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether OAKIX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, International Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.