Morningstar

Oakmark Global Select Fund Class Institutional OANWX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return$27.76  /  +0.11%
  • Fund Size$844.9M
  • Adjusted Expense Ratio0.880%
  • Net Expense Ratio0.880%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield1.61%
  • Turnover Ratio65%
NAV and 1-Day Return as of

Morningstar’s Analysis OANWX

Will OANWX outperform in the 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.

Retaining conviction in this struggling offering.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Despite recent struggles, there are reasons for optimism on Oakmark Global Select. Its People and Process ratings have been retained at Above Average.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings OANWX

More OANWX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.0
Top 10 Holdings
% Portfolio Weight
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