OAREX : Oakmark International Small Cap Service Class

OAREX is a International Stocks Market Mid-Cap Blend with HIGH fees.

OAREX

Oakmark International Small Cap Service Class

FI Score

38 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

38% FI Score
  • oarex
  • Mutual Fund
  • International Stocks
  • Mid-Cap Blend

Oakmark International Small Cap Service Class

Expenses: 1.58% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.

Largest Holdings

Amount Holding
4.35% Duerr AG
3.81% Julius Baer Gruppe AG
3.75% Konecranes Oyj
3.28% Atea ASA
3.17% ISS A/S
2.96% BNK Financial Group Inc
2.64% Incitec Pivot Ltd
2.60% EFG International AG
2.45% Pirelli & C SpA Ordinary Shares
2.42% Azimut Holding SPA
2.42% Megacable Holdings SAB de CV
2.39% Babcock International Group PLC
2.38% Travis Perkins PLC
2.38% PageGroup PLC
2.35% ConvaTec Group PLC
2.26% Sugi Holdings Co Ltd
2.25% Healius Ltd
2.16% Metso Corp
2.02% Applus Services SA
1.90% Autoliv Inc
1.87% Smith (DS) PLC
1.86% BlackBerry Ltd
1.81% Element Fleet Management Corp
1.80% Sulzer AG
1.70% PT Sarana Menara Nusantara Tbk

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