Oakmark Global Mutual Fund Money Managers
OAKWX Fund | USD 20.99 0.20 0.94% |
Break down of Oakmark Global's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oakmark Global's future under-performance.
David Herro Executive Fund Manager |
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Oakmark |
Oakmark Global Net Asset Comparison
Oakmark Global Select is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 35.45 Billion. Oakmark Global holds roughly 1.11 Billion in net asset claiming about 3% of World Large-Stock Value category.
Oakmark Global Select Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Oakmark Global Select Price Series Summation is a cross summation of Oakmark Global price series and its benchmark/peer.
Oakmark Global Stakeholder
David Herro | Fund Manager | Profile |
About Oakmark Global Management Performance
The success or failure of an entity such as Oakmark Global Select often depends on how effective the management is. Oakmark Global management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oakmark management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oakmark management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40 percent of its total assets in securities of non-U.S. companies . The fund is non-diversified.
Please note that past performance is not an indicator of the future performance of Oakmark Global, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark Global Select. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.