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Morningstar

Oakmark Select Investor OAKLX Fund Analysis

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

Morningstar’s Analysis OAKLX

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

  • People Pillar

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

Sometimes rough, but stick with it.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Oakmark Select’s value-oriented, compact portfolio makes it a high-risk but potentially high-return option, earning all four share classes Morningstar Medalist Ratings of Silver.

by Tony Thomas
Rated on Published on

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