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Oakmark Select Investor OAKLX

Analyst rating as of
NAV / 1-Day Return
49.86  /  0.52 %
Total Assets
4.3 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Above Average
Longest Manager Tenure
24.23 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
28%
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Morningstar’s Analysis

Will OAKLX outperform in future?

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

Oakmark Funds' Fee Changes and New Share Class Don't Affect Ratings

Analyst Note

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Harris Associates will change its funds’ management fees around Dec. 15, 2020, which will cut or increase overall expense ratios, depending on share class. Plus, the family will launch a new R6 share class. This news doesn’t immediately affect the funds’ Morningstar Analyst Ratings.

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