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Why This Oakmark Fund Is No Longer Golden

Inconsistent execution at concentrated Oakmark Select has led to a Morningstar Analyst Rating downgrade to Silver from Gold.

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The following is our latest Fund Analyst Report for Oakmark Select Fund (OAKLX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days. 

Oakmark Select can rebound from its slump, but stumbles with energy stocks and other errors of omission drop its Morningstar Analyst Rating to Silver from Gold.

Katie Rushkewicz Reichart does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.