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Oakmark Select Investor OAKLX

Analyst rating as of
NAV / 1-Day Return
65.72  /  0.31 %
Total Assets
5.8 Bil
Adj. Expense Ratio
1.010%
Expense Ratio
1.010%
Fee Level
Above Average
Longest Manager Tenure
25.21 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.04%
Turnover
20%
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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 Select Comanager to Retire in 2022, Ratings Unchanged

Analyst Note

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Win Murray, comanager of Oakmark Select since 2013, will retire at the end of July 2022. However, Bill Nygren and Tony Coniaris, managers since 1996 and 2013, respectively, remain. There are also no changes to the stock-selection committee of Nygren, Coniaris, and Clyde McGregor, who vet all ideas for inclusion on the approved list from which this concentrated strategy draws its picks. With some consistency in the management ranks and analyst bench, the strategy’s Morningstar Analyst Rating and pillar ratings are unchanged.

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