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Oaktree Emerging Markets Equity I (OEQIX)

7.45
+0.05
+(0.68%)
At close: 8:01:56 PM EDT
Loading Chart for OEQIX
  • Previous Close 7.40
  • YTD Return 8.06%
  • Expense Ratio 0.96%
  • Category Diversified Emerging Mkts
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 236.65M
  • Beta (5Y Monthly) 1.08
  • Yield 2.48%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.19
  • Inception Date May 16, 2022

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common and preferred stocks, of emerging market companies. It invests in the securities of companies that the Adviser believes have been undervalued in the market relative to their ability to generate strong cash flows and attractive returns on capital, which may include securities of small- or mid-capitalization companies.

Oaktree Funds

Fund Family

Diversified Emerging Mkts

Fund Category

236.65M

Net Assets

2022-05-16

Inception Date

Performance Overview: OEQIX

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Trailing returns as of 4/15/2025. Category is Diversified Emerging Mkts.

YTD Return

OEQIX
8.06%
Category
8.73%
 

1-Year Return

OEQIX
6.19%
Category
41.79%
 

3-Year Return

OEQIX
0.22%
Category
11.48%
 

5-Year Return

OEQIX
0.00%
Category
12.18%
 

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Holdings: OEQIX

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Sector Weightings

SectorOEQIX
Technology   18.87%
Industrials   6.29%
Energy   4.16%
Healthcare   3.20%
Utilities   2.16%
Real Estate   2.00%

Recent News: OEQIX

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Research Reports: OEQIX

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