OAKEX – Fund Analysis – Oakmark International Small Cap Investor | Morningstar

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Will OAKEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

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.
People Pillar

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.
Parent Pillar

The Parent Pillar is our rating of OAKEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Retaining conviction in this struggling offering.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Oakmark International Small Cap is navigating some change, but there are reasons for optimism. Its Process rating has been retained at High, while its People rating stays at Above Average.

by Andrew Daniels

Rated on May 11, 2026 Published on May 11, 2026

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