|Expense Ratio (net)||0.89%|
|Morningstar Risk Rating||★★★★★|
|Last Cap Gain||0.00|
|Inception Date||Aug 5, 1991|
|Average for Category||N/A|
Oakmark Investor (OAKMX) a Zacks Rank #2 (Buy) invest up to 25% of its assets in debt securities that are rated below investment grade, without a minimum rating requirement.
While overall activity for our top managers decreased again, our early read on the buying and selling activity during the period did uncover a few ideas worth considering.
We review positioning and asset allocation and recap 2016 portfolio performance.