Oakmark Funds Capital Gains Estimates 2025. Returns for periods of less than one year are not annualized. Oakmark a few oakmark funds will make capital gains distributions this december, including two globally focused funds that didn't pay in 2020.
The table below lists estimated capital gain distributions and share class net asset values (nav) for the navigator funds as of september 30, 2023. The fund uses a value investment philosophy in selecting equity securities.
The Fund Uses A Value Investment Philosophy In Selecting Equity Securities.
Oakmark a few oakmark funds will make capital gains distributions this december, including two globally focused funds that didn't pay in 2020.
This Graph Represents The Growth Of A Hypothetical Investment Of $10,000.
Review the latest morningstar rating and analysis on the oakmark global investor fund to determine if it is the right investment decision for your goals.
The Oakmark International Fund Outperformed The Benchmark, The Msci World Ex U.s.
Images References :
Click Here To Read The Full Fund Letter.
Expense ratios are from the fund’s most recent prospectus dated january 28, 2025;
The Fund Uses A Value Investment Philosophy In Selecting Equity Securities.
Estimates as of 9/30/2023 1.
A Top Contributor To The Fund’s Performance Was An Engineering Company That Specializes In Lifting.
