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Oakmark Select Investor OAKLX

Analyst rating as of
NAV / 1-Day Return
38.40  /  0.92 %
Total Assets
3.7 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
23.77 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.78%
Turnover
45%
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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.

Patience remains in order.

Summary

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Oakmark Select requires a heavy dose of patience, but it can rise again. It receives a Morningstar Analyst Rating of Silver.

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