A creeping transition and above-average fees don’t dim the appeal of Oakmark Global Select’s focused approach or change its Morningstar Analyst Rating of Silver.
Will OAKWX 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 OAKWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKWX 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 OAKWX’s parent organization’s priorities and whether they’re in line with investors’ interests.