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Morningstar

Natixis Oakmark International A NOIAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.30  /  0.56 %
  • Total Assets 409.5 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.77%
  • Turnover 37%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis NOIAX

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

People Pillar

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

Despite recent underperformance, this strategy remains an excellent offering.

Associate Director

Summary

| by Andrew Daniels

Oakmark International is going through a tough stretch of underperformance but remains among the best value-oriented non-U.S. equity options available. It continues to merit Morningstar Analyst Ratings of Gold across most share classes, though the most expensive share class (C) gets Silver.

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