2024 Oakix - Oakmark International Fund exhibits very low volatility with skewness of 0.83 and kurtosis of 1.82. However, we advise investors to further study Oakmark ...

 
Oakmark International (OAKIX) Foreign large-cap value. 17. 1st-14.1. 66th. Source: Morningstar. TRENDING. 1. Stock market news today: Stocks extend win streak as investors cling to Fed rate .... Oakix

Oct 31, 2023 · Uses the global breadth of Western Asset's investment platform; a fundamental value-oriented investment philosophy that combines top-down macroeconomic views with bottom-up fundamental research. Investors seeking total return with higher volatility and lower correlation to stocks and bonds may find this fund appropriate. OAKIX. Oakmark International Fund. 15.75%. 1-YEAR. Foreign Large Value. OAKWX. Oakmark Global Select Fund. 14.35%. 1-YEAR. Global Large-Stock Value. Search Funds. Highest Returns in Large Value 1 ...MFS Value stands out for a patient, risk-first approach and its strong support from MFS’ talented central research organization. It remains one of the better options in the large-value ...We’d like to share more about how we work and what drives our day-to-day business. DODFX Performance - Review the performance history of the Dodge & Cox International Stock I fund to see it's ...Total Assets 17.8 Bil. Adj. Expense Ratio 0.890%. Expense Ratio 0.890%. Distribution Fee Level Average. Share Class Type No Load. Category Large Value. Investment Style Large Value. Min. Initial ...Get the latest Oakmark International Fund Investor Class (OAKIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ... Harris Associates. 111 South Wacker Drive, Suite 4600 Chicago, Illinois 60606 312-646-360028 Jan 2021 ... Oakmark Internatl;Inv (OAKIX). Emerging Markets Equity. ✓. Invsc Oppen ... Oakmark Internatl;Inv (OAKIX). Dodge & Cox Intl Stock (DODFX). Artisan ...Currently, the Mutual Fund to ETF Converter contains information on the largest U.S. 10,000 mutual funds. Additional mutual funds will be added at a later date. The methodology utilized by this tool assumes that the mutual fund managers will select an appropriate benchmark. If, for example, the manager of an emerging markets mutual fund is ...OAKIX: Oakmark International Fund Investor Class - Fund Profile. Get the lastest Fund Profile for Oakmark International Fund Investor Class from Zacks …Travelers can achieve rewards without spending money. AAL DAL UAL. Get the latest Oakmark International Fund Investor Class (OAKIX) price, news, buy or sell recommendation, and investing advice ...Analyst Sentiment. Dividends Dividend Calendar Dividends - WorldOAKIX - Oakmark International Fund Investor Class: 623,211 : 5.92: 146,011: 12.34: 2023-08-25: NP: IEV - iShares Europe ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value: 7,279 ...Apr 16, 2020 · As David Herro wrote in his lead letter, it was a difficult quarter for global markets and the Oakmark International Fund ( MUTF: OAKIX) was not exempt. The Fund declined 38.1% for the quarter ... Mar 10, 2023 · Fidelity Total Market Index Fund (FSKAX) invests in almost all US investible stocks, while Fidelity 500 Index Fund (FXAIX) tracks the S&P 500, which is composed of around 500 large-cap stocks. Both funds are passively managed mutual funds with the same expense ratio of 0.02%. FSKAX is a better choice for those who favor diversification, as it ... View Top Holdings and Key Holding Information for Oakmark International Investor (OAKIX). Release Date: 09-30-2023 Oakmark International Investor OAKIXOAKIX. Foreign Large Blend. 15.29%. 7.12%. 8.74%. 7.91%. 0.95%. 4. Oppenheimer Developing Markets I. ODVIX. Diversified Emerging Mkts. 25.52%. 9.38%. 6.06%.We’d like to share more about how we work and what drives our day-to-day business. DODFX Performance - Review the performance history of the Dodge & Cox International Stock I fund to see it's ...Harris Associates. 111 South Wacker Drive, Suite 4600 Chicago, Illinois 60606 312-646-3600 It is based on Harris Associates’ regulatory 13F Form filed on 5/17/2021. William Nygren’s 13F portfolio value increased ~13% from $51.71B to $58.52B this quarter. The portfolio is diversified ...David Herro News, Commentaries and Stories about {guru_name} and the latest stock picks and tradesPowerShares FTSE RAFI U.S. 1500 Small-Mid (PRFZ). This ETF is the small-cap cousin to PowerShares FTSE RAFI U.S. 1000 (PRF), which is in the Money 50. Unlike traditional index funds, which weight stocks in their portfolios based on size, PRFZ uses fundamental factors such as a company's cash flow, sales, and dividends.About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright [email protected] The securities mentioned above comprise the following percentages of the Oakmark International Fund’s total net assets as of 12/31/18: Bank Mandiri 2.1%, BNP Paribas 4.0% ...Oakmark International (OAKIX, 1.04%) is a Morningstar gold-rated fund that seeks stocks trading 30% below their business value using what Morningstar analyst Andrew Daniels calls “old-fashioned ...Oakmark Equity and Income Fund;Advisor (OAYBX) United States XNAS Oakmark Equity and Income Fund;Institutional (OANBX) United States XNAS Oakmark Equity and Income Fund;Investor (OAKBX) United ...Largest shareholders include Capital International Investors, Massachusetts Financial Services Co /ma/, Baillie Gifford & Co, Harris Associates L P, Fmr Llc, Lazard Asset Management Llc, Great West Life Assurance Co /can/, Capital World Investors, Causeway Capital Management Llc, and OAKIX - Oakmark International Fund Investor Class .Oakmark is based in Kansas City, MO, and is the manager of OAKIX. The Oakmark International Investor made its debut in September of 1992 and OAKIX has managed to accumulate roughly $9.14 billion ...28 Jan 2021 ... Oakmark Internatl;Inv (OAKIX). Emerging Markets Equity. ✓. Invsc Oppen ... Oakmark Internatl;Inv (OAKIX). Dodge & Cox Intl Stock (DODFX). Artisan ...U.S. oil futures stretch losses into a third straight session. 2:46p. Stock-market moves show bond traders are still in charge as yields renew rise. 2:44p. November WTI oil loses 58 cents, or 0.7% ...Jan 15, 2019 · The Oakmark International Fund declined 16.3% for the quarter ended December 31, 2018, compared to the MSCI World ex U.S. Index, which declined 12.8% over the same period. 2.26%. Prudential PLC. PRU.L. 2.25%. View Top Holdings and Key Holding Information for Oakmark International Investor (OAKIX).OAKGX - Oakmark Global Investor - Review the OAKGX stock price, growth, performance, sustainability and more to help you make the best investments.Eric Liu became a comanager on Oakmark International on Aug. 1, 2023. Liu comes with good credentials: He joined advisor Harris Associates in 2009, initially as a non-U.S. investment analyst, and ...22 Agu 2017 ... ... (OAKIX), with $1.2 billion in flows. The Fidelity Contrafund (FCNTX) topped the list for outflows from active funds, with $1.4 billion ...VSEQX - Vanguard Strategic Equity Inv - Review the VSEQX stock price, growth, performance, sustainability and more to help you make the best investments.Oakmark International Fund Investor Class (OAKIX) dividend growth history: By month or year, chart. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount.Foreign large-blend portfolios invest in a variety of big international stocks. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain ...The Earth IS OUR MOST PRECIOUS RESOURCE. Oaki Gives Back so our children and our children's children will have a planet full of wonder and beauty. Learn more about our give back program. Oaki is quality outdoor apparel and footwear at an affordable price. We supply kid's rain pants, kid's rain suits, kid's rain boots and apparel.Find the latest Diamond Hill Large Cap I (DHLRX) stock quote, history, news and other vital information to help you with your stock trading and investing.Its battery-electric vehicles have increased by 112% year-over-year to 11% of volumes. Management reiterated its targets of 15% of volumes by 2023 as well as long-term guidance of over 50% by 2030 ...David Herro has been a manager of the Oakmark International Fund (OAKIX) since 1992, the Oakmark International Small Cap Fund (OAKEX) since 1995 and the Oakmark Global Select Fund (OAKWX) since 2006. He is also the Chief Investment Officer for International Equities at Harris Associates, which he joined in 1992.Nov 25, 2023 · P.O.Box 219558. Kansas City, MO 64121. Phone. 800 625-6275. OAKIX: Oakmark International Fund Investor Class - Class Information. Get the lastest Class Information for Oakmark International Fund ... OAKIX: Oakmark International Fund Investor Class - Fund Profile. Get the lastest Fund Profile for Oakmark International Fund Investor Class from Zacks Investment Research.See the company profile for Oakmark International Investor (OAKIX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key ...OAKIX Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More.0.53%. .DJI. 0.33%. Get the latest Oakmark International Fund Investor Class (OAKIX) real-time quote, historical performance, charts, and other financial information to help you …Current and Historical Performance Performance for Oakmark International Investor on Yahoo Finance. Alternative: Oakmark Global Select (OAKWX), which also invests in deeply undervalued large-cap stocks of various countries but is more focused, with about 20 stocks, versus Oakmark International’s 60 stocks and Oakmark Global’s 40. Closed: T. Rowe Price Capital Appreciation (PRWCX). Alternative: FPA Crescent (FPACX), also a ­moderate ...Foreign large-blend portfolios invest in a variety of big international stocks. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain ...Find the latest performance data chart, historical data and news for Oakmark International Fund Investor Class (OAKIX) at Nasdaq.com.We would like to show you a description here but the site won’t allow us.Fidelity Total Bond FTBFX. Ford O'Neil has made this Gold-rated fund a compelling investment. The fund lands in the intermediate core-plus bond category because it takes on more risk than the core ...Use our thesis statement checker to validate your direction and apply the suggestions of our automatic algorithms to speed up your writing. We hope that this thesis checker will be useful for you. Please try other free tools we offer: summarizer, essay rephraser, and paragraph reworder.Both funds have produced substantial alpha during their lifetimes: 12.39% annualized return compared to 9.95% for the S&P 500 index for OAKMX and 8.69% annualized return for OAKIX compared to 5.81 ...Though a changing of the guard may be under way, Neuberger Berman Small Cap’s healthy mix of veterans and future leaders and sensible approach support a positive outlook. by Chris Tate. Rated on ...Oakmark International (OAKIX, 1.04%) is a Morningstar gold-rated fund that seeks stocks trading 30% below their business value using what Morningstar analyst Andrew Daniels calls “old-fashioned ...For Q1 2022, although the 13F portfolio value increased (likely) due to putting more money in 13F equities during the quarter, both their flagship funds lost money - negative 8.69% for OAKIX and ...Sales & Support. OAKIX Ticker. 09/30/92 Fund Inception. $19.28Bas of 09/30/23 Total Net Assets. $25.71as of 11/30/23 Net Asset Value. International Equity Asset Class. Foreign Large Value Morningstar CategoryTM.Summary. Fidelity Diversified International’s accomplished manager and thoughtful approach earn a Morningstar Medalist Rating of Silver for its cheaper classes, while pricier ones get Bronze ...Hilton Worldwide ( HLT ): The 1.98% of the portfolio HLT stake was built during the four quarters thru Q1 2019 at prices between $66.50 and $85.75. There was a ~18% selling in Q1 2021 at prices ...Summary. The emerging markets had a solid July 2020, up roughly 7% depending on the proxy you use. VWO and OAKIX represent uncorrelated holdings for the growthier positions in client accounts. The ...Oakmark International Fund;Investor advanced mutual fund charts by MarketWatch. View OAKIX mutual fund data and compare to other funds, stocks and exchanges.Institutional Ownership and Shareholders. Glencore plc (US:GLCNF) has 558 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,814,860,743 shares. Largest shareholders include AEPGX - EUROPACIFIC GROWTH FUND Class A, GSIHX - …Jan 25, 2016 · Travelers can achieve rewards without spending money. AAL DAL UAL. Get the latest Oakmark International Fund Investor Class (OAKIX) price, news, buy or sell recommendation, and investing advice ... Nov 25, 2023 · P.O.Box 219558. Kansas City, MO 64121. Phone. 800 625-6275. OAKIX: Oakmark International Fund Investor Class - Class Information. Get the lastest Class Information for Oakmark International Fund ... Fidelity offers over 10,000 mutual funds from dozens of different mutual fund companies and can help you find the right ones for virtually any investment need.Get the latest Oakmark International Fund Investor Class (OAKIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...Oakmark International Fund Investor Class · Price (USD)25.49 · Today's Change0.35 / 1.39% · 1 Year change+9.40%.28 Jan 2021 ... Oakmark Internatl;Inv (OAKIX). Emerging Markets Equity. ✓. Invsc Oppen ... Oakmark Internatl;Inv (OAKIX). Dodge & Cox Intl Stock (DODFX). Artisan ...Largest shareholders include Harris Associates L P, Vanguard Group Inc, Amundi, OAKIX - Oakmark International Fund Investor Class, BlackRock Inc., ARTKX - Artisan International Value Fund Investor Shares, Bank of Italy, State Street Corp, Norges Bank, and Hotchkis & Wiley Capital Management Llc .005935. 1.68%. As of 09/30/2023. Oakmark International Fund;Investor mutual fund holdings by MarketWatch. View OAKIX holdings data and information to see the mutual fund assets and interests. Comanager Paul Gordon will retire from MFS Growth on April 3, 2023, but his departure does not affect the strategy's Morningstar Analyst Ratings of Silver and Bronze. Gordon took a medical leave ...International Equity Funds. Stock funds that have invested 40% or more of their equity holdings in foreign stocks (on average over the past three years) are placed in an international-stock ...Summary. The emerging markets had a solid July 2020, up roughly 7% depending on the proxy you use. VWO and OAKIX represent uncorrelated holdings for the growthier positions in client accounts. The ...24 Nov 2021 ... Oakmark International (OAKIX, 1.04%) is a Morningstar gold-rated fund that seeks stocks trading 30% below their business value using what ...Harris Associates’ 13F portfolio value decreased from $62.85B to $59.68B this quarter. Click to read an update on the portfolio's trades for Q3 2022.Oakmark International Fund;Investor | historical charts and prices, financials, and today's real-time OAKIX stock price.International Equity Funds. Stock funds that have invested 40% or more of their equity holdings in foreign stocks (on average over the past three years) are placed in an international-stock category. VSEQX - Vanguard Strategic Equity Inv - Review the VSEQX stock price, growth, performance, sustainability and more to help you make the best investments.iShares Biotechnology ETF. Companies in portfolio: 263. Expense ratio: 0.45%. The iShares Biotechnology ETF ( IBB) takes a passive approach to the biotech industry by tracking the ICE ...29 Jul 2016 ... PRNewswire/ -- The Oakmark Global Fund (OAKGX), the Oakmark International Fund (OAKIX) and the Oakmark International Small Cap Fund (OAKEX) ...Find the latest Danaher Corporation (DHR) stock quote, history, news and other vital information to help you with your stock trading and investing.Oakmark Capital Gain Tax Estimates. October 10, 2023. Capital gain distributions will be paid to shareholders of record as of Wednesday, December 13, 2023. Important dates to note are as follows: Record Date: December 13, 2023. Ex-Dividend Date: December 14, 2023. Pay Date: December 15, 2023.Institutional Ownership and Shareholders. Glencore plc (US:GLCNF) has 558 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,814,860,743 shares. Largest shareholders include AEPGX - EUROPACIFIC GROWTH FUND Class A, GSIHX - …May 9, 2023 · Total Assets 17.8 Bil. Adj. Expense Ratio 0.890%. Expense Ratio 0.890%. Distribution Fee Level Average. Share Class Type No Load. Category Large Value. Investment Style Large Value. Min. Initial ... Oakix

Harris Associates. 111 South Wacker Drive, Suite 4600 Chicago, Illinois 60606 312-646-3600. Oakix

oakix

International Equity Funds. Stock funds that have invested 40% or more of their equity holdings in foreign stocks (on average over the past three years) are placed in an international-stock category. Use our thesis statement checker to validate your direction and apply the suggestions of our automatic algorithms to speed up your writing. We hope that this thesis checker will be useful for you. Please try other free tools we offer: summarizer, essay rephraser, and paragraph reworder.Both funds have produced substantial alpha during their lifetimes: 12.39% annualized return compared to 9.95% for the S&P 500 index for OAKMX and 8.69% annualized return for OAKIX compared to 5.81 ...OAKGX - Oakmark Global Investor - Review the OAKGX stock price, growth, performance, sustainability and more to help you make the best investments.OAKIX | A complete Oakmark International Fund;Investor mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. 74.38 –2.08% US 10 Yr 102.27 +2,345.14% Euro 1.09 +0.01% Dow Jones 36,207.45 +0.71%The fund’s multi-sector approach allows it to seek out the best income-generating ideas in any market climate, targeting multiple sources of income from a global opportunity set. While maximizing current income is its primary goal, the fund also seeks long-term capital appreciation and attractive risk-adjusted returns.We’d like to share more about how we work and what drives our day-to-day business. DODFX Performance - Review the performance history of the Dodge & Cox International Stock I fund to see it's ...OAKIX | A complete Oakmark International Fund;Investor mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Summary. Fidelity Diversified International’s accomplished manager and thoughtful approach earn a Morningstar Medalist Rating of Silver for its cheaper classes, while pricier ones get Bronze ...See Oakmark International Fund (OAKIX) mutual fund ratings from all the top fund analysts in one place. See Oakmark International Fund performance, holdings, fees, risk and …The fund’s multi-sector approach allows it to seek out the best income-generating ideas in any market climate, targeting multiple sources of income from a global opportunity set. While maximizing current income is its primary goal, the fund also seeks long-term capital appreciation and attractive risk-adjusted returns.Oakmark Equity and Income Fund;Advisor (OAYBX) United States XNAS Oakmark Equity and Income Fund;Institutional (OANBX) United States XNAS Oakmark Equity and Income Fund;Investor (OAKBX) United ...Long-term capital appreciation 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.See holdings data for Oakmark International Fund (OAKIX). Research information including asset allocation, sector weightings and top holdings for Oakmark International Fund.Both funds have produced substantial alpha during their lifetimes: 12.19% annualized return compared to 9.78% for the S&P 500 index for OAKMX and 8.30% annualized return for OAKIX compared to 5.59 ...OAKIX - Oakmark International Fund Investor Class with 25,314,274 shares (2.22% ownership) VGTSX - Vanguard Total International Stock Index Fund Investor Shares with 15,084,987 shares (1.32% ownership) TROSX - T. Rowe Price Overseas Stock Fund with 10,933,647 shares (0.96% ownership)13 Feb 2018 ... OAKIX的投资组合相当多元化。 到目前为止:OAKIX持有60只股票。最高持股量如下:. OAKIX历史收益率情况:. • 1个月收益率:-0.52%. • 3个月收益率:4.94 ...Fidelity Total Bond FTBFX. Ford O'Neil has made this Gold-rated fund a compelling investment. The fund lands in the intermediate core-plus bond category because it takes on more risk than the core ...Check out Oakmark International Investor via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.Sep 30, 2023 · Harris Associates. 111 South Wacker Drive, Suite 4600 Chicago, Illinois 60606 312-646-3600 Performance charts for Oakmark International Fund (OAKIX) including intraday, historical and comparison charts, technical analysis and trend lines.Mar 1, 2022. There are plenty of reasons to own international stocks in a portfolio. Some investors want foreign stocks in their portfolios to round out their exposure to the global stock market ...David Herro, Oakmark International Small Cap I (OAKEX) and Oakmark International I (OAKIX) Fixed-Income Fund Manager of the Decade: Bill Gross , PIMCO Total Return (PTTRX), Managers PIMCO Bond ...Both funds have produced substantial alpha during their lifetimes: 12.39% annualized return compared to 9.95% for the S&P 500 index for OAKMX and 8.69% annualized return for OAKIX compared to 5.81 ...Fellow Shareholders, The International Funds had a strong quarter both in absolute and relative returns. The Oakmark International Fund had a notable return of 13.9%, which added to its strong ...Oakmark International Fund;Investor | historical charts and prices, financials, and today’s real-time OAKIX stock price. American Funds Intl Gr and Inc F2 IGFFX. — —. American Funds Europacific Growth A AEPGX. — —. Vanguard FTSE All-Wld ex-US SmCp Idx Ins VFSNX. — —. Vanguard FTSE All-Wld ex-US Idx ...Get the latest stock quote, history, news and other vital information for Oakmark International Investor (OAKIX), a foreign large value fund with 19.29B USD net assets …Check out Oakmark International Investor via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.6 Best Small- and Mid-Cap International Stock Mutual Funds and ETFs to Buy. These international funds all land in one of Morningstar’s foreign small/mid-cap stock categories and earn our top ...Oakmark International (OAKIX) 5-year standard deviation: 24.40 5-year annualized total return: 4.9% Expense ratio: 1.05 5-year tax-cost ratio: 0.73 Morningstar analyst rating: GoldDiscover historical prices for OAKIX stock on Yahoo Finance. View daily, weekly or monthly format back to when Oakmark International Investor stock was issued.NAV / 1-Day Return 34.41 / 0.00. Total Assets 2.5 Bil. Adj. Expense Ratio 1.130%. Expense Ratio 1.130%. Distribution Fee Level Above Average. Share Class Type Institutional. Category Diversified ...Analyst Sentiment. Dividends Dividend Calendar Dividends - WorldHigh Yield Bond Funds. Transparency is our policy. Learn how it impacts everything we do. USNQX - Victory NASDAQ-100 Index - Review the USNQX stock price, growth, performance, sustainability and ...WOOX makes high quality outdoor products and explorer accessories for the future. With cutting-edge technology, products that go beyond simple rifle accessories, and a passionate group of technology enthusiasts who have made it their life’s mission to bring the outdoor industry forward, WOOX is ready to deliver.OAKIX: Oakmark International Fund Investor Class - Fund Profile. Get the lastest Fund Profile for Oakmark International Fund Investor Class from Zacks Investment Research.Largest shareholders include OAKIX - Oakmark International Fund Investor Class, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, BBIEX - Bridge Builder International Equity Fund, Brighthouse Funds Trust I - Harris Oakmark International Portfolio Class A, VTRIX ...The Oakmark International Fund had a strong quarter of absolute and relative performance, returning 24.4%. The benchmark MSCI World ex U.S. Index returned 15.3% for the same period. The Fund has ...READ MORE HERE. Average Annual Returns as of 03/31/2023: Fund, 3 Month, 1 Year, 3 Year, 5 Year, 10 Year, Inception. OAKIX, 13.91%, 5.22%, 21.10%, 1.46%, 5.04% ...Oakmark Equity and Income Fund;Advisor (OAYBX) United States XNAS Oakmark Equity and Income Fund;Institutional (OANBX) United States XNAS Oakmark Equity and Income Fund;Investor (OAKBX) United ...The Oakmark International Fund declined 6.4% for the fiscal year ended September 30, 2019, underperforming the MSCI World ex U.S. Index, which declined 1.0% over the same period.This is for persons in the US only. Analyze the Fund Fidelity ® Low-Priced Stock Fund having Symbol FLPSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Discover historical prices for OAKIX stock on Yahoo Finance. View daily, weekly or monthly format back to when Oakmark International Investor stock was issued.Oakmark Select’s value-oriented, compact portfolio makes it a high-risk but potentially high-return option, earning all four share classes Morningstar Medalist Ratings of Silver. by Tony Thomas ...Ordinarily, the Fund will invest in the securities of at least five countries outside of the United States. There are no geographic limits on the Fund's non-U.S. investments. The Fund may invest in securities of large-, mid-, and small-capitalization companies. The Fund uses a value investment philosophy in selecting equity securities.USNQX - Victory NASDAQ-100 Index - Review the USNQX stock price, growth, performance, sustainability and more to help you make the best investments.Comanager Paul Gordon will retire from MFS Growth on April 3, 2023, but his departure does not affect the strategy's Morningstar Analyst Ratings of Silver and Bronze. Gordon took a medical leave ...WisdomTree China ex-State-Owned Enterprises Fund. WisdomTree China ex-State-Owned Enterprises Fund seeks to track the investment results of Chinese companies that are not state-owned enterprises, which is defined as government ownership of greater than 20%. Learn more about the index that CXSE is designed to track.Use our thesis statement checker to validate your direction and apply the suggestions of our automatic algorithms to speed up your writing. We hope that this thesis checker will be useful for you. Please try other free tools we offer: summarizer, essay rephraser, and paragraph reworder.The S&P Small Cap 600 ® Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Company LLC and its affiliates. It is a market capitalization-weighted index of 600 small-capitalization stocks. Quarter-End Average Annual Total Returns 2 , 3 , 5. AS OF 09/30/2023.In OAKIX's case, the fund lost 54.94% in the most recent bear market and outperformed its peer group by 4%. This could mean that the fund is a better choice than comparable funds during a bear market.See Oakmark Fund (OAKMX) mutual fund ratings from all the top fund analysts in one place. See Oakmark Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.. Capitalize 401k rollover