A manager firming up his retirement plans on Oakmark Equity and Income doesn’t impact the fund’s Above Average People rating, and the fund’s Morningstar Analyst Ratings of Bronze for cheaper share classes and Neutral for the pricier one are unchanged.
NAV / 1-Day Return
28.50 / 2.33 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--70% to 85% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis OAKBX
Will OAKBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.