Oakmark Intl Small Cap

Oakmark Intl Small Cap

Last Update: 2014-02-19
Related: David Herro

Number of Stocks: 60
Number of New Stocks: 2

Total Value: $2,354 Mil
Q/Q Turnover: 13%

Countries: USA GBR JPN SWE CAN ITA AUS CHE DEU NZL FRA NLD GRC DNK HKG FIN KOR NOR
Details: Top Buys | Top Sales | Top Holdings  Embed:

Oakmark Intl Small Cap' s Profile & Performance

Profile

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Oakmark International Small Ca

YearReturn (%)S&P500 (%)Excess Gain (%)
201327.6831.55-3.9
201218.3915.43.0
2011-16.442.08-18.5
3-Year Cumulative26.3 (8.1%/year)55 (15.7%/year)-28.7 (-7.6%/year)
201021.5315.066.5
200967.4526.4641.0
5-Year Cumulative157 (20.8%/year)125.5 (17.7%/year)31.5 (3.1%/year)
2008-45.71-37-8.7
2007-8.335.61-13.9
200634.915.7919.1
200521.264.9116.4
200428.951217.0
10-Year Cumulative169.8 (10.4%/year)104.1 (7.4%/year)65.7 (3%/year)
200352.4128.723.7
2002-5.12-22.117.0
200112.98-11.924.9
2000-8.86-9.10.2
199953.772132.8
15-Year Cumulative517.8 (12.9%/year)98.3 (4.7%/year)419.5 (8.2%/year)
19989.228.6-19.4
1997-19.933.4-53.3
199625.01232.0
1995-3.737.6-41.3

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