A manager firming up his retirement plans on Oakmark Equity and Income doesn’t impact the fund’s Above Average People rating, and the fund’s Morningstar Analyst Ratings of Bronze for cheaper share classes and Neutral for the pricier one are unchanged.
Morningstar’s Fund Analysis OAYBX
Will OAYBX 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 OAYBX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAYBX 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 OAYBX’s parent organization’s priorities and whether they’re in line with investors’ interests.