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Fund Times

Oakmark Fund Is Bouncing Back

This Gold-rated fund's overweights in the energy and financials sectors have come roaring back this year.

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The following is our latest Fund Analyst Report for Oakmark Fund (OAKMX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days.

Little has changed at Oakmark Fund over the past year other than its returns. Proven management, a disciplined approach, and excellent long-term results earn the fund a Morningstar Analyst Rating of Gold.

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Greg Carlson does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.