Morningstar

Oakmark Global Select Investor OAKWX Fund Analysis

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

Morningstar’s Analysis OAKWX

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

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of OAKWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A bold but solid global equity option.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Oakmark Global Select has dealt with some recent manager changes, but it retains long-term merit.

by Andrew Daniels
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