The Templeton fund receives a Morningstar analyst rating of Bronze and a four-star rating, while the OMGI fund receives the higher Silver analyst rating and a five-star rating.
Morningstar’s analyst rating is a forward-looking analysis of a fund, while the star rating looks at historical risk-adjusted performance.
Khizou did not comment about whether she prefers one fund over the other.
She said that investors who prefer a growth strategy may benefit from the Templeton fund, especially this year since growth stocks have been outperforming value stocks. However, she said that since it has a style bias, investors should be aware of changes in market conditions.
Commenting on the OMGI fund, Khizou is impressed with the fund outperformance, which has been fairly consistent despite changes or rotations in the market environment.
