Boom-and-bust Oakmark Select remains suited only for long-term investors with extreme patience and a high risk tolerance. It receives a Morningstar Analyst Rating of Silver.
Will OAKLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OAKLX’s parent organization’s priorities and whether they’re in line with investors’ interests.