Skip to Content
Morningstar

Oakmark International R6 OAZIX Fund Analysis

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

Morningstar’s Analysis OAZIX

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

  • People Pillar

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

New Comanager Added to Oakmark International; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

Eric Liu became a comanager on Oakmark International on Aug. 1, 2023. Liu comes with good credentials: He joined advisor Harris Associates in 2009, initially as a non-U.S. investment analyst, and was appointed comanager on Oakmark Global Select in 2016. He has 21 years of experience overall, including a stint at Dodge & Cox earlier in his career.

by Andrew Daniels
Published on

Unlock our full analysis with Morningstar Investor