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Morningstar

Oakmark International Investor OAKIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis OAKIX

Will OAKIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OAKIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OAKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still excellent.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Oakmark International possesses many strengths that continue to make it a top option for non-US equity value exposure.

by Andrew Daniels
Rated on Published on

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