OAZMX – Fund Analysis – Oakmark R6 | Morningstar

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Will OAZMX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAZMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OAZMX 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 OAZMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Staying sharp.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Oakmark Fund's excellent management team and versatile pursuit of cheap stocks make its strategy—which includes Natixis Oakmark and the Luxembourg-domiciled Harris Associates US Value Equity—a top option.

by Tony Thomas

Rated on May 6, 2026 Published on May 6, 2026

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