Oakmark Global Sel;Inv (OAKWX.O)

At A Glance

You hold OAKWX.O in 0 portfolios

Net Asset Value


 0.06 +0.30%


World Equity
YTD Return (Cumulative)
Global Large-Cap Value
5 Year Return (Annualized)
Manager Benchmark
Lipper Gl Large-Cp VL IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since May, 2009 »


The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyOakmark Family of Funds
Inception Date10/02/2006
Portfolio Turnover17%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Oakmark Family of Funds
Two North LaSalle Street
Chicago, IL 60602-3790

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio1.15%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$1,000
Subsequent Investments$100
Initial IRA Investments$1,000
Subsequent IRA Investments$100

Investment Strategy

The Fund seeks long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies located in at least three countries. There are no geographic limits on the Fund's non-U.S. investments, and the Fund may invest in securities of companies located in developed and emerging markets.

Overall Lipper Leaders Ratings & Fund Profile »

Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency (U.S. only)

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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