Despite a looming transition, Oakmark Global remains a great option for value-oriented global equity exposure. Most of the strategy's share classes retain their Morningstar Analyst Ratings of Silver, while the service share class increases to Silver from Bronze.
Oakmark Global Institutional OANGX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will OANGX 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 OANGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OANGX 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 OANGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A great, albeit bold, option for global equity exposure.
