Is Oakmark International a good investment?

The fund’s level of return is high for the trailing three-, five- and 10-year periods as well. The fund has returned -16.42 percent over the past year, 1.48 percent over the past three years, 1.18 percent over the past five years and 5.97 percent over the past decade.

What is the Oakmark International Fund?

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.

Are Oakmark funds no load?

The Oakmark Funds are no-load funds, which means shares are sold without a commission or sales charge. Each Fund’s annual operating expenses (expenses that you pay each year as a percentage of the value of your investment) can be found on the individual Fund pages.

Who runs Oakmark funds?

Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds.

What is Oakmx?

OAKMX – Oakmark Fund Investor Class Nasdaq – Nasdaq Delayed Price. Currency in USD. 109.52. +2.14 (+1.99%)

Is Oakmark a mutual fund?

Our mutual fund family continues to diversify with the Oakmark Equity and Income and International Small Cap Funds.

Does Oakmark have ETFS?

Click on any of the mutual fund tickers below to see the ETF alternatives to these mutual funds, as selected by our Mutual Fund to ETF Converter tool….Oakmark Mutual Funds.

Ticker	Name	Expense Ratio
OARBX	Oakmark Equity & Income II	1.18%
OAKGX	Oakmark Global I	1.23%
OARGX	Oakmark Global II	1.54%
OAKWX	Oakmark Global Select I	1.43%

Is Fidelity Contra a good fund?

Overall, Fidelity Contrafund ( FCNTX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, Fidelity Contrafund ( FCNTX ) looks like a good potential choice for investors right now.

Which Contrafund is best?

Best Performing Contra Funds to Invest in FY 22 – 23

• SBI Contra Fund. To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.
• Invesco India Contra Fund.
• Kotak India EQ Contra Fund.

Is Contrafund closed to new investors?

BOSTON (MarketWatch) — Fidelity Investments is closing its biggest stock mutual fund, the $63.8 billion Contrafund, to new investors along with another fund run by William Danoff after the funds attracted billions of dollars in cash over a year.

What happened Fidelity Contrafund?

Is Contra Fund a good investment?

A contra fund invests in stocks of companies from these sectors and holds on to them till the demand increases. It is important to note here that these funds tend to perform better over the long-term and are not ideal for short-term investments.

Is Contrafund still a good buy?

Over the last 20 years, Contrafund has regularly outperformed both the Dow Jones Industrial Average and the S&P 500 Index to tack on a 350% return in that period. A core holding for almost every long-term, growth-oriented portfolio, the fund holds a focused list of about 300 or so top stocks.

Can you still buy Fidelity Contrafund?

As of the close of business April 28, only existing holders will be able to make new purchases in Contrafund FCNTX, +2.45% and the $5.5 billion Fidelity Advisor New Insights Fund.

Is Fidelity Contrafund still good?

Is Fidelity Contrafund Still Good? The Fidelity Contrafund is still actively managed by William Danoff, who has run the fund since September 1990. The fund holds mainly large U.S. equities across several sectors, including well-established companies like Amazon, Apple, and Berkshire Hathaway.

Should I invest in contra funds?

A Contra Fund does not chase the momentum of the market or bet on the current favorite. On the contrary, it bets on the opposite – the underdog. Hence, you should consider investing in a Contra Mutual Fund if you have a reasonable risk tolerance, an investment horizon of 5+ years, and tons of patience.

What is the beta of the Oakmark equity and Income Fund?

For Oakmark Equity and Income Fund, beta is measured against the S&P 500 Index. The beta presented is since the inception of each Fund with the exception of The Oakmark International Small Cap Fund, which shows 10-year beta versus the benchmark. The Standard Deviation shown is for the Investor Share Class.

What is the difference between Oakmark select and Oakmark Fund?

1 YR. 3 YR. 5 YR. 10 YR. Incep. Oakmark Fund is a diversified fund that seeks long-term capital appreciation by generally investing in larger capitalization U.S. companies. Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long-term capital appreciation by generally investing in mid- and large-cap U.S. companies.

Is Oakmark International’s strategy rebounding?

Rebounding, as expected. Oakmark International remains one of the best options for value-oriented non-U.S. equity exposure. Most of the strategy’s share classes continue to earn Morningstar Analyst Ratings of Gold, though the most expensive C shares get Silver.