Oakmark International remains one of the best options for value-oriented non-U.S. equity exposure. Most of the strategy’s share classes continue to earn Morningstar Analyst Ratings of Gold, though the most expensive C shares get Silver.
Will OAKIX 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 OAKIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKIX 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 OAKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.