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Morningstar

Oakmark Global Select Institutional OANWX Fund Analysis

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

Morningstar’s Analysis OANWX

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

  • People Pillar

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

Still a good option despite some manager changes.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Oakmark Global Select is undergoing some manager shuffling, but it remains a solid long-term option. The strategy continues to earn Morningstar Medalist Ratings of Bronze across all share classes.

by Andrew Daniels
Rated on Published on

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