News & Insights from Oakmark
Bill Nygren on “Barron’s Roundtable”
October 18, 2019
Portfolio Manager Bill Nygren appeared on “Barron’s Roundtable” to talk about recent stock picks and what the market is focusing on right now that it shouldn’t be.
Average Annual Total Returns (as of 09/30/2019)
|S&P 500 Total Return Index
Gross Expense Ratio (as of 09/30/2018): 0.89%
Net Expense Ratio (as of 09/30/2018): 0.85%
Fund Inception: 08/05/1991
Past performance is no guarantee of future results. The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Total return includes change in share prices and, in each case, includes reinvestment of dividends and capital gain distributions. 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.
The net expense ratio reflects a contractual advisory fee waiver agreement through January 27, 2020.