OAKIX Rating, Research - Oakmark International I

Oakmark International I (oakix)

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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 = 9

Threats + Weaknesses = 5

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

Fund Management Team

Fund Description Update

Oakmark International I (OAKIX) Description: OAKIX is a mutual fund, which is an investment that owns a basket of assets. The OAKIX 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. OAKIXs minimum initial investment amount is $1000 while the IRA minimum is $1000. OAKIXs expense ratio is roughly 1%. The latest OAKIXs front end load was 0% and the back end load was 0%. The Oakmark International I (OAKIX) mutual fund falls under the foreign large-cap value category. OAKIX focuses its investments in EU and Japan and OAKIX is not affiliated with a particular industry or fund sector. The Oakmark International I (OAKIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find OAKIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of OAKIXs 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 a diversified portfolio of common stocks (see stock research) of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund may invest in the securities of at least five countries outside the U.S. There are no geographic limits on the funds non-U.S. investments, but the fund does not expect to invest more than 35% of assets in securities of companies based in emerging markets.

Management Analysis Update

Oakmark International I's management team has a long history of working together. This helps ensure consistent future returns. The oakix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update