OAKWX Rating, Research - Oakmark Global Select I

Oakmark Global Select I (oakwx)

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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 = 26

Threats + Weaknesses = 17

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital growth. The fund invests at least 80% of total assets in equity securities (see equity research) of small- to medium-sized companies, which are defined as companies with market capitalizations within the range of the S&P Global Small/Mid Cap index. It invests in the securities of companies located in no fewer than three countries, which can include the U.S. and can invest more than 25% of the total assets in any one country.The fund invests up to 20% of total assets in emerging market equity securities (see equity research). It can hold some of assets in cash or in money market instruments.

Management Analysis Update

Performance Analysis Update