OAKGX Rating, Research - Oakmark Global I

Oakmark Global I (oakgx)

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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 = 14

Threats + Weaknesses = 13

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

Fund Management Team

Fund Description Update

Oakmark Global I (OAKGX) Description: OAKGX is a mutual fund, which is an investment that owns a basket of assets. The OAKGX 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 medium management tenure and is in the large fund size classification. OAKGXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OAKGXs expense ratio is roughly 1%. The latest OAKGXs front end load was 0% and the back end load was 0%. The Oakmark Global I (OAKGX) mutual fund falls under the world stock category. OAKGX focuses its investments in EU and USA and OAKGX is not affiliated with a particular industry or fund sector. The Oakmark Global I (OAKGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAKGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAKGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 65% of total assets in common stocks (see stock research), convertible securities, warrants and other equity securities (see equity research), such as ADRs and International Depositary Receipts, of U.S. and foreign companies. It may also invest up to 20% of total assets in convertible and nonconvertible debt securities below investment grade, also known as junk bonds, or unrated securities, which This investment vehicle adviser has determined to be of comparable quality. The funds non-diversified.

Management Analysis Update

Performance Analysis Update