Increased conviction in Oakmark International Small Cap’s investment approach lifts most share classes' Morningstar Analyst Ratings to Gold from Bronze; the more expensive service share class was upgraded to Silver from Bronze.
Will OAKEX 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 OAKEX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of OAKEX’s parent organization’s priorities and whether they’re in line with investors’ interests.