A high-level overview of Oakmark Equity and Income Fund Retirement (OAZBX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
A high-level overview of Oakmark Equity and Income Fund Inv (OAKBX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
A high-level overview of Oakmark Equity and Income Fund Adv (OAYBX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
Summary ; The Fund returned 6.16% versus 5.55% for the Lipper Balanced Fund Index for the quarter, and 9.65% since inception versus 7.08% for the index over the same period. ; The Fund allocation was 60.1% in equities, 38.4% in fixed income and 1.5% cash. ; At the sector level for the equity portfolio, the largest contributors were financials and health care, while energy was the only detractor from performance.
A high-level overview of Oakmark Equity and Income Fund Inst (OANBX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.
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Oakmark Equity And Income Fund Q3 2024 Commentary ; Oakmark International Small Cap Fund Q3 2024 Commentary ; Oakmark International Fund Q3 2024 Commentary
Current income and preservation and growth of capital Oakmark Equity and Income seeks income and preservation and growth of capital. The Fund is primarily made up of U.S. equity and fixed-income se...
긴급 속보 Oakmark Fund Investor Class (OAKMX) US Funds 알림 생성하기 포트폴리오에... 60 Vanguard Equity-Income Adm 50.64B 7.07 7.76 9.64 Vanguard Windsor II Admiral 48.71B 10.01 7.85 10.38 American Funds...