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Morningstar

Oakmark International Small Cap Investor OAKEX Fund Analysis

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

Morningstar’s Analysis OAKEX

Will OAKEX 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 OAKEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OAKEX 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 OAKEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Rebounding, as expected.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Oakmark International Small Cap is not for the fainthearted, but it’s one of the best non-U.S. small/mid-cap offerings available. The strategy continues to merit Morningstar Medalist Ratings of Gold for its cheaper share classes, while the more-expensive ones earn Silver.

by Andrew Daniels
Rated on Published on

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