Morningstar

T. Rowe Price OHA Select Private Credit Fund Class I

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis

Will T. Rowe Price OHA Select Priv Crdt Fd I outperform in the 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 T. Rowe Price OHA Select Priv Crdt Fd I’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the T. Rowe Price OHA Select Priv Crdt Fd I 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 T. Rowe Price OHA Select Priv Crdt Fd I’s parent organization’s priorities and whether they’re in line with investors’ interests.

A relatively aggressive private credit option.

Director Alec Lucas

Alec Lucas

Director

Summary

T. Rowe Price OHA Select Private Credit benefits from seasoned leadership but wields a relatively aggressive approach that urges caution as it navigates through a choppy period for private credit, especially in software loans, which this unlisted business development company favors. Morningstar is initiating coverage with Above Average People and Average Process ratings.

by Alec Lucas
Rated on Published on

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