Oakmark Fund (OAKMX) and Oakmark Select (OAKLX)

Oakmark Fund: Return from March 9 through September 21, 83.7%; year-to-date return, 35%; five-year annualized return, 1.9%. Oakmark Select: Return from March 9 through September 21, 84%; year-to-date return, 43.2%; five-year annualized return, 0.03%.

Readers of Kiplinger.com know why and how Bill Nygren and his mates at the Oakmark funds blew their terrific long-term records (see Where Oakmark's Bill Nygren Went Wrong). Free of such portfolio-killers as Washington Mutual, the Oakmark funds have had a good run in 2009.

Select typically owns fewer than 20 stocks distilled from the broader list at Oakmark Fund. If you believe Nygren & Co. have learned from their mistakes -- and there's every reason to think they have -- you may want to add one of these value funds to your portfolio