The following is our latest Fund Analyst Report for Oakmark Select (OAKLX)
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True to form, Oakmark Select has rebounded. It receives a Morningstar Analyst Rating of Silver.
The strategy is recovering from a multiyear slump. A rough patch during early 2020 s pandemic-induced sell-off was disappointing but not uncharacteristic. The portfolio s value tilt relative to its S&P 500 benchmark and former large-blend Morningstar Category peers proved disadvantageous in the narrow growth-led market of recent years. But an inability to get the team s most successful stock picks into this focused portfolio particularly stung versus its more-diversified sibling Oakmark (OAKMX).
United-states
France
American
Tony-coniaris
Loomis-sayles
Clyde-mcgregor
American-airlines
Harris-associates
Concho-resources
Time-warner
Fund-analyst-report-for-oakmark
Weatherford-international