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Oakmark Small Cap Struts Its Stuff

Tech, services, and retail boost the fund.

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Oakmark Small Cap Fund (OAKSX) is off to the races in 2001.

The fund has gone a long way toward making up for a rotten 2000. For the year to date through May 9, 2001, the fund has gained 14.6%, putting it ahead of well more than four fifths of its peers. Top-holding ITT Educational Services (ESI) has led the charge, rising 69%. Tech firm CheckPoint Systems (CKP) has risen a similar amount, and top-10 holding ShopKo Stores (SKO), which is turning around, has gained more than 50%.

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Scott Cooley does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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