Oakmark Global Select Investor (OAKWX) a Zacks Rank #1 (Strong Buy) invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries.
This Global - Equity fund, as of the last filing, allocates their fund in three major groups; Large Value, High Yield Bond and Foreign Stock. Further, as of the last filing, ALPHABET INC, APACHE CORP and CREDIT SUISSE GROUP AG were the top holdings for OAKWX.
The Oakmark Global Select Investor fund, managed by Oakmark, carries an expense ratio of 1.15%. Moreover, OAKWX requires a minimal initial investment of $1,000.
OAKWX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 21.81%, 3 year 7.01% and 5 year 12.38%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
OAKWX’s performance, as of the last filing, when compared to funds in its category was in the top 14% in 1 year, top 13% over the past 3 years, and in the 13% over the past 5 years.
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