WebMar 31, 2024 · The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P. ... Oakmark International Fund – Investor Class Average Annual Total Returns 03/31/23 Since Inception 09/30/92 8.69% 10-year 5.04% 5-year 1.46% 1-year 5.22% 3-month 13.91%. Expense Ratio: 1.04% WebPlease call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time. SECURITY INFORMATION. …
Oakmark Select Fund: First Calendar Quarter 2024
WebMar 31, 2024 · The Oakmark Global Select Fund (“the Fund”) returned 9.1% for the quarter ended March 31, 2024, outperforming the MSCI World Index (net), which returned 7.7%. Since its inception in October 2006, the Fund has returned an average of 7.1% per year, outperforming the MSCI World Index (net)’s annualized gain of 6.4% over the same period ... WebApr 12, 2024 · Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” first quarter 2024 investor letter. A copy of the same can be downloaded … initiate hdd
Oakmark Fund: Q1 2024 Commentary Seeking Alpha
WebMar 31, 2024 · Oakmark Fund - Investor Class Average Annual Total Returns 03/31/23 Since Inception 08/05/91 12.36% 10-year 11.71% 5-year 9.67% 1-year -3.82% 3-month 8.10%. Expense Ratio: 0.89% ... The Oakmark Fund’s portfolio tends to be invested in a relatively small number of stocks. As a result, the appreciation or depreciation of any one security … WebMar 31, 2024 · Oakmark Select Fund – Investor Class Average Annual Total Returns 03/31/23 Since Inception 11/01/96 11.08% 10-year 8.69% 5-year 4.89% 1-year -8.77% 3-month 10.91%. Expense Ratio: 0.98% ... Because the Oakmark Select Fund is non-diversified, the performance of each holding will have a greater impact on the Fund’s total return, and … WebMay 11, 2024 · OAKMX Performance - Review the performance history of the Oakmark Investor fund to see it's current status, yearly returns, and dividend history. mmshutdown