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Harris Associates L.P. is a Chicago -based investment company that has $102 billion under management [2] as of June 30, 2024. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles.
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar.The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility.
Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” first quarter 2021 investor letter – a copy of which can be seen here. A return of 11.1% was reported by the ...
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Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2021 investor letter – a copy of which can be seen here. A return of 8.9% was reported by the fund ...
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