Oakmark’s commitment to its time-tested approach and succession planning progress earn its cheapest share classes a Morningstar Analyst Rating of Gold while the pricier ones are rated Silver.
Will OAKMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKMX 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 OAKMX’s parent organization’s priorities and whether they’re in line with investors’ interests.