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Home > Investing > OAKLX > Summary

Oakmark Select I
(OAKLX)

23.16USD   Up0.29 (1.27%)   
On Feb 10
 Oakmark Select I Delayed quote data 
Net Asset Value: 23.16
Trade Time:Feb 10
Change:Up0.29 (1.27%)
Prev Close:22.87
YTD Return*:49.81%
Net Assets*:2.37B
Yield*:1.06%
* As of 30-Nov-09		[Chart]
3m  6m  1y  2y  5y  max 
Add OAKLX to Portfolio   Download Data

HEADLINES

 
•Looking for Tax Bombs and Bouquets in Your Mutual Fund - Morningstar.com  - Tue, Jan 19
•Four Stocking-Stuffer Mutual Funds - Morningstar.com  - Tue, Dec 15
•Inside Morningstar's 401(k) - Morningstar.com  - Wed, Dec 9
•Four Big Mutual Fund Surprises of 2009 - Morningstar.com  - Mon, Nov 23
•Whitman, Nygren Take New Look at 'Value' - TheStreet.com  - Mon, Jun 1
» More Headlines for OAKLX...

FUND BASICS

30-Nov-09
Total Assets:2.37B
Category:N/A
Morningstar Overall Rating:3 stars
» Fund Profile» Holdings

PERFORMANCE & RISK

30-Nov-09
YTD Return:49.81%
5y Avg Return:0.21%
Rank in Category (ytd):40
% Rank in Category (ytd):N/A
Beta (3y):1.21
Morningstar Risk Rating:High
» Performance Details» Risk Details

FUND SUMMARY

 
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as 12 securities, but generally will have approximately 20 securities in its portfolio. The fund is nondiversified.
» Fund Profile