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Oakmark Equity And Income Investor OAKBX

Analyst rating as of
NAV / 1-Day Return
28.50  /  2.33 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.840%
Expense Ratio
0.840%
Fee Level
Average
Longest Manager Tenure
26.92 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.97%
Turnover
14%

Morningstar’s Fund 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

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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.

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