![]() While the portfolio is well positioned for rising interest rates and higher oil prices - both of which were front and center to start the year - two company-specific earnings reports put a damper on what otherwise would have been a solid relative performance quarter. The Oakmark Select Fund declined 6% in the first quarter of 2022 compared to a 5% decline in the S&P 500. To obtain the most recent month-end performance data, view it here. The investment return and principal value vary so that an investor's shares when redeemed may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. The performance data quoted represents past performance. ![]() Past performance is no guarantee of future results. ![]() The net expense ratio reflects a contractual advisory fee waiver agreement through January 27, 2023. Expense ratios are based on estimated amounts for the current fiscal year actual expenses may vary.
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