Investment Test Drive

OAKWX Oakmark Global Select I

7 lower fee alternatives found

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Fund OAKWX Oakmark Global Select I ACIM SPDR® MSCI ACWI IMI ETF DODWX Dodge & Cox Global Stock  
100% 85% 90%
Annual Fees
(1.13% Exp. Ratio)
(0.25% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$35,355.75 $46,122.32 $41,132.27
Est. savings over 30 yrs +$10,766.57 +$5,776.52
As of 9/30/16
1 YR RETURN 9.92%
3 YR 4.82%
5 YR 13.15%
10 YR --
1 YR RETURN 13.25%
3 YR 6.11%
5 YR --
10 YR --
1 YR RETURN 13.20%
3 YR 5.81%
5 YR 13.26%
10 YR --
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40% of its total assets in securities of non-U.S. companies (unless the Adviser deems market conditions and/or company valuations less favorable to non-U.S. companies, in which case the fund will invest at least 30% of its total assets in securities of non-U.S. companies). The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the MSCI ACWI IMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in American Depositary Receipts or Global Depositary Receipts based on securities comprising the index. The index is a free float-adjusted market capitalization-weighted index that is designed to measure the combined equity market performance of developed and emerging markets. It is non-diversified.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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