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Oakmark Select Fund Investor Class: (MF: OAKLX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$74.49 USD

+0.26 (0.35%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for OAKLX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

Fund Description

The fund was incepted in November 1996 and is managed by Harris Associates L.P. The fund seeks long-term capital appreciation. The fund invests in mid and large-cap companies based in the U.S. The fund is non-diversified, so it may concentrate its assets in fewer individual securities than a diversified fund. The fund pays dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Oakmark Select Investor OAKLX NA NA 0.00 0.00 0.71 0.99

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Oakmark Select I OAKLX 74.23 11/1/1996 0.47 17.13 6.57 15.10

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Oakmark Select Investor OAKLX 0 0 0 A

Contact Information

Family Oakmark
Address P.O.Box 219558
Kansas City, MO 64121
Phone 800 625-6275