OAKIX stock sentiment todayOakmark International Fund Investor Class
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
OAKIX
Oakmark International Fund Investor ClassA premier deep-value international fund rebounding strongly as the market rotates away from expensive U.S. quality-growth names.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for OAKIX. Not financial advice.
Price · last 12 months
Gossip
Market narrative is shifting from 'underperformance anxiety' to 'value recovery.' Headlines suggest the fund's 'year in the wilderness' is ending as David Herro's contrarian bets on European financials and cyclicals begin to pay off. There is significant chatter regarding its true international exposure compared to closet-indexing peers.
- ·Anticipated rotation into undervalued European equities
- ·End of the 'quality at any price' market cycle
- ·Manager David Herro's long-term reputation for bottom-fishing successful turnarounds
Financial
OAKIX maintains a high-conviction portfolio with a significant P/E discount relative to the MSCI World ex-USA Index. The fund focuses on businesses trading at steep discounts to 'intrinsic value' with strong free cash flow yields.
- ·Forward P/E: ~9.5x (vs Category average 13.5x)
- ·Price/Book: ~1.1x
- ·Active Share: >90%
- ·Expense Ratio: 1.05%
Risks
- ·High concentration in Financials and Consumer Discretionary (Europe)
- ·Higher volatility (Standard Deviation) than index peers due to value tilt
- ·Currency risk if the USD remains unexpectedly dominant
Peer temperature
How direct competitors stack up against OAKIX right now.
- NEUTRALDODFXDodge & Cox International Stock
COLDER — maintains a more conservative, committee-led value approach that lacks OAKIX's aggressive alpha potential in deep-value recoveries.
See full analysis → - COLDVGTSXVanguard Total Intl Stock Index
COLDER — market-cap weighting results in heavy exposure to overvalued 'quality' names that OAKIX is currently exploiting for arbitrage.
See full analysis → - HOTARTKXArtisan International Value
HOTTER — offers similar downside protection with a lower expense ratio (0.96%) and a slightly more defensive cash position.
See full analysis →
- OAKIX-0.9%
- DODFX-1.7%
- VGTSX+2.0%
- ARTKX-1.5%
Recent headlines
- Yahoo FinanceIs Oakmark International Investor (OAKIX) a Strong Mutual Fund Pick Right Now?
- Oakmark FundsMuch ado about quality | International equity market commentary 4Q 2025
- Yahoo FinanceIs Oakmark International Investor (OAKIX) a Strong Mutual Fund Pick Right Now?
- Oakmark FundsOakmark International Fund: First Quarter 2026
- Seeking AlphaOakmark International Equity Market Q1 2026 Commentary
- MorningstarThe Harrowing Story of a Top Manager’s Biggest Investing Mistake
AI-generated analysis for informational purposes only. Not financial advice.