Skip to Content
Morningstar

Oakmark Equity and Income Institutional OANBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis OANBX

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

  • People Pillar

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

This strategy is navigating a veteran manager's retirement while moderating volatility.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

This strategy just lost a long-tenured lead manager, but it's still in good hands. It remains to be seen whether the team can consistently execute while maintaining a more moderate risk profile.

by Greg Carlson
Rated on Published on

Unlock our full analysis with Morningstar Investor