Oakmark remains a strong option for long-term investors. It earns a Morningstar Analyst Rating of Gold for all but its priciest share class, which is rated Silver.
Will NEFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEFOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NEFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NEFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.