Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. The fund’s investor class returned 1.14% in the first quarter, compared to a -4.27% return for the S&P 500 Index. The fund has returned 12.76% since its inception compared to the index return of 10.44% over the same period. The largest contributors to the fund for the quarter were financials and consumer staples while consumer discretionary and communication services detracted. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
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