Advertisement
Skip to Content

Oakmark Equity And Income Investor OAKBX

Analyst rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 32.10  /  0.94 %
  • Total Assets 6.6 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.34%
  • Turnover 49%

Morningstar’s Analysis OAKBX

Will OAKBX outperform in future?

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

Upcoming Portfolio Manager Departure at Oakmark Equity and Income Doesn’t Affect Its Ratings

Senior Analyst

Analyst Note

|

Unlock our full analysis with Morningstar Investor