Oakmark Global Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 1 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Outside of the United States, the fund is heavily invested in Japan and Switzerland. 

Asset Allocation

% Long % Net
Cash 1.36 1.36
Stocks 41.88 41.88
Bonds 0.0 0.0
Other 0.83 0.83
Foreign Bonds 0.0 0.0
Foreign Stocks 55.93 55.93
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Oracle Corporation ORCL 7.19 5.25
Credit Suisse Group CSGKF -3.8 5.02
Julius Baer Gruppe AG JBARF -14.11 3.71
CNH Industrial NV CNHI -8.23 3.59
TE Connectivity Ltd TEL 15.95 3.57
General Motors Co GM -6.56 3.35
MasterCard Inc Class A MA -9.33 3.3
Union Pacific Corp UNP 20.25 2.98
Bank of America Corporation BAC 0.32 2.98
Fugro FURGF -3.47 2.96

See Also:

Top Oakmark Funds