Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.
Market Cap
The average market capitalization across the Oakmark International Small Cap Instl MF is 25.93B. The market cap for tickers in the group ranges from 348.67K to 133.96B. HDB holds the highest valuation in this group at 133.96B. The lowest valued company is NEXI at 348.67K.
Volume
The average weekly volume growth across all stocks in the Oakmark International Small Cap Instl MF was 8%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -16%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 53
Price Growth Rating: 59
SMR Rating: 57
Profit Risk Rating: 86
Seasonality Score: -17 (-100 ... +100)