Harris Associates will change its funds’ management fees around Dec. 15, 2020, which will cut or increase overall expense ratios, depending on share class. Plus, the family will launch a new R6 share class. This news doesn’t immediately affect the funds’ Morningstar Analyst Ratings.
Will OAKMX 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 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.