Oakmark Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 2 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 TR USD % Rank
Year-to-date 7.40 0.27 0.13 22
1-Month 2.54 0.47 0.26 26
3-Month 4.98 -0.26 -0.14 39
6-Month 7.40 0.27 0.13 22
1-Year 27.71 3.10 2.36 9
3-Year (Annualized) 19.40 2.82 2.78 2
5-Year (Annualized) 21.50 2.66 2.24 4
10-Year (Annualized) 9.19 1.41 1.00 7