Harris | Oakmark is pleased to announce that the Oakmark International Small Cap Fund (Institutional share class) OANEX is an LSEG Lipper Fund Award (USA) 2025 winner for best International Small/Mid-Cap Core Fund over five years.
This widely recognized award honors mutual funds that have outperformed their peers based on consistent, risk-adjusted returns. This year, Oakmark International Small Cap Fund (Institutional share class) OANEX was ranked number one out of 13 eligible funds over the five-year period ending November 30, 2024.
The Oakmark International Small Cap Fund seeks long-term capital appreciation by investing in common stocks of small-capitalization companies located outside the U.S. David Herro, Mike Manelli and Justin Hance are the co-portfolio managers.
“We are honored that the Oakmark International Small Cap Fund received an LSEG Lipper Fund Award for its five-year performance. This recognition honors our dedication to our shareholders, the Fund’s long-term investment focus, and the strength and depth of our investment team,” said David Herro, Mike Manelli and Justin Hance.
About the LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
The Lipper Fund Awards Methodology
The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper’s proven proprietary methodology, which can be viewed here.
Past performance is no guarantee of future results. Investing involves risk including potential loss of principal. There can be no guarantee that an investment will achieve its objectives or provide positive performance over any period of time. The availability and expenses of different share classes vary. Additional information is available in the prospectus.
