Oakmark International is going through a tough stretch of underperformance but remains among the best value-oriented non-U.S. equity options available. It continues to merit Morningstar Analyst Ratings of Gold across most share classes, though the most expensive share class (C) gets Silver.
Oakmark International Investor OAKIX
Morningstar’s Analysis
Will OAKIX 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 OAKIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
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.
Parent Pillar
The Parent Pillar is our rating of OAKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Despite recent underperformance, this strategy remains an excellent offering.
