Oakmark International Small Cap is going through a tough stretch of underperformance but continues to have long-term merit. It earns a Morningstar Analyst Rating of Gold across most share classes, while the Investor share class is rated Silver.
Will OAKEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OAKEX’s parent organization’s priorities and whether they’re in line with investors’ interests.