Oakmark International Small Cap Fund Investor Class (OAKEX)
Oakmark International Small Cap Fund Investor Class operates in the Asset Management industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $22.50, up 0.76% on the session, giving a market capitalisation of $3.06B. Its beta of 1.03 implies it has historically moved more than the broad market.
The Oakmark International Small Cap Fund primarily focuses its investments on a varied collection of common shares issued by companies situated outside the United States. A significant portion, specifically no less than 80% of its total assets (inclusive of any borrowed capital for investment), is allocated to firms identified as "small cap." This designation applies to companies whose market valuation does not surpass that of the largest enterprise listed in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund has the flexibility to deploy capital in non-U.S. markets across the globe, encompassing developing economies. To maintain diverse international exposure, it commits to holding securities from a minimum of five different countries outside the U.S.
Oakmark International Small Cap Fund Investor Class is most often compared with the following Financial Services names: