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Oakmark International Fund Investor Class (OAKIX)

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26.07 -0.01 -0.04%

01/05 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 5.31B

Type: Fund

Market: United States

Issuer: Oakmark

Underlying: MSCI World ex USA Net

Asset Class: Equity

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OAKIX Overview

On this page you'll find an in-depth profile of Oakmark International Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of OAKIX among other information.

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States

Phone 1-617-483-8327

Web www.oakmark.com

Top Executives

Name	Title	Since	Until
Eric Liu	-	2023	Now
Biography	Eric Liu is Head of Fixed Income for Harvest Global Investments Limited since June 2019. Mr. Liu holds a Bachelor of Science (Hons) in Computer and Management Sciences from the University of Warwick, United Kingdom and Masters of Science in Investment Management from the Hong Kong University of Science and Technology.
Michael L. Manelli	Partner, Vice President, Portfolio Manager	2016	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund - Portfolio Manager of International and International Small Cap Strategies - BBA (University of Iowa, 2000) - Research Associate/Analyst at Morgan Stanley (2001-05)
David G. Herro	Partner, Deputy Chairman	1992	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies - BS (University of Wisconsin-Platteville, 1983) - MA (University of Wisconsin-Milwaukee, 1985) - Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89)
Robert A. Taylor	Director	2008	2016
Biography	Robert A.Taylor, CFA Rob Taylor has been a manager of the Oakmark Global Fund (OAKGX) since 2005 and the Oakmark International Fund (OAKIX) since 2008. He is also Director of International Research at Harris Associates, which he joined in 1994. Mr. Taylor received a B.B.A. from the University of Wisconsin (1994).
Michael J. Welsh	Partner	1995	2005
Biography	Michael J. Welsh, CFA, CPA Partner, Director of International Research and Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, The Oakmark Global Fund. Welsh has a BS from the University of Kansas (1985) and an MBA from Northwestern University (1993). Formerly a Senior Associate of Valuation Services with Coopers & Lybrand, 1990-92; and Consultant, Valuation Services with Price Waterhouse, 1985-90. Welsh has sixteen years of investment experience. He joined Harris Associates in 1992.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Internati.	26.07	-0.01	-0.04%