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11 paź 2024 · Oakmark International invests in a diversified portfolio of common stocks of non-U.S. companies. The Fund generally focuses on mid- and large-cap companies, though small-cap companies are also eligible for investment.
- 2023 Tax Information Guide
the fund’s income and short-term capital gain distributions...
- Oakmark International Fund
—Oakmark International Fund $138,194 Morningstar category:...
- 2023 Tax Information Guide
the fund’s income and short-term capital gain distributions are taxed as ordinary income and long-term capital gain distributions are taxed as long-term capital gains. Form 1099-B. is provided if you sold or exchanged shares in 2023. When you redeem shares, you will experience a capital gain or loss if there is a difference between the
—Oakmark International Fund $138,194 Morningstar category: Foreign Large Value OBJECTIVE Fund seeks long-term capital appreciation by investing across the market-cap spectrum in a diversified portfolio of companies located outside the U.S.
The Oakmark International Fund falls within Morningstar’s foreign large-blend category. Funds in this category invest in large-cap non-U.S. stocks primarily in developed markets.
Fund Highlights. An international equity fund focused on small-, mid- and large-cap stocks, relatively unconstrained by geography, sector or country. Invests in at least five countries.
4 dni temu · 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...
12 paź 2024 · The Fund returned 8.79% versus 7.76% for the MSCI World ex USA Index for the quarter, and 8.55% since inception, versus 6.22% for the index over the same period.
