OAKEX Rating, Research - Oakmark International Small Cap I

Oakmark International Small Cap I (oakex)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 16

Threats + Weaknesses = 10

When strengths & opportunities substantially exceed threats & weaknesses an investment in the oakex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Oakmark International Small Cap I (OAKEX) Description: OAKEX is a mutual fund, which is an investment that owns a basket of assets. The OAKEX mutual fund was provided by Oakmark and this investment vehicle derives the majority of its value from equity holdings (stocks). Oakmarks mutual fund has a long management tenure and is in the large fund size classification. OAKEXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OAKEXs expense ratio is roughly 2%. The latest OAKEXs front end load was 0% and the back end load was 0%. The Oakmark International Small Cap I (OAKEX) mutual fund falls under the foreign small/mid value category. OAKEX focuses its investments in EU and Japan and OAKEX is not affiliated with a particular industry or fund sector. The Oakmark International Small Cap I (OAKEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAKEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAKEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests primarily in common stocks (see stock research) of non-U.S. companies. It normally invests at least 80% of net assets in the stocks (see stock research) of small cap companies with market capitalization less than the largest market capitalization of $ 5 billion. It invests in the securities of at least five countries outside the US. The fund does not expect to invest more than 35% of assets in securities of companies based in emerging markets.

Management Analysis Update

Performance Analysis Update