Oakmark International is trading at 19.40 as of the 18th of February 2025; that is 0.52 percent up since the beginning of the trading day. The fund's open price was 19.3. Oakmark International has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of November 2024 and ending today, the 18th of February 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80 percent of its net assets in the stocks of small cap companies. A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the SP EPAC Small Cap Index. More on Oakmark International Small
Oakmark International Small [OAKEX] is traded in USA and was established 18th of February 2025. Oakmark International is listed under Oakmark category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Value category and is part of Oakmark family. This fund now has accumulated 1.37 B in assets with no minimum investment requirementsOakmark International is currently producing year-to-date (YTD) return of 8.74% with the current yeild of 0.02%, while the total return for the last 3 years was 4.05%.
Check Oakmark International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oakmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oakmark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakmark International Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oakmark International Small Mutual Fund Constituents
Other Information on Investing in Oakmark Mutual Fund
Oakmark International financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark International security.