Morningstar

Oakmark Select Fund Investor Class OAKLX

Medalist Rating as of Apr 27, 2026 See Natixis Investment Hub

Will OAKLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OAKLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OAKLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A legendary investor's successors are ready to take up the mantle.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Oakmark Select's Bill Nygren will step back at the end of 2026, but investors shouldn't fret. The strategy retains its High People and Above Average Process ratings.

by Tony Thomas

Rated on Apr 27, 2026 Published on Apr 27, 2026

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