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Oakmark Equity And Income Fund Class Advisor (OAYBX)

US Funds

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36.35 -0.17 -0.47%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 546.36M

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

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OAYBX Overview

Find basic information about the Oakmark Equity And Income Fund Class Advisor mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OAYBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change4.13%

Prev. Close36.52

Risk Rating

TTM Yield2.38%

ROE17.06%

IssuerOakmark

Turnover38%

ROA4.52%

Inception Date42704

Total Assets546.36M

Expenses0.62%

Min. Investment100,000

Market Cap49.45B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	988	959	1063	1224	1737	-
Fund Return	-1.16%	-4.09%	6.3%	6.98%	11.68%	-
Place in category	229	305	389	190	6	-
% in Category	48	63	83	40	2	-

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	9.48B	-3.25	12.82	11.27
Oakmark Institutional	7.32B	-3.18	13.07	-
Oakmark International Institutional	5.1B	11.35	7.69	-
Oakmark International Investor	4.13B	11.28	7.43	3.68
Oakmark Equity And Income Investor	4B	-1.24	6.73	6.55

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.63B	-0.52	8.11	7.88
Vanguard Wellington Admiral	95.02B	-1.53	8.15	8.06
American Funds American Balanced R6	55.87B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.63B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
AIG	US0268747849	2.57	83.23	+1.64%
Alphabet A	US02079K3059	2.57	163.98	-0.84%
ConocoPhillips	US20825C1045	2.24	92.96	+0.42%
Charles Schwab	US8085131055	2.17	88.18	+1.17%
Deere&Company	US2441991054	2.06	516.32	+3.78%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Strong Buy
Technical Indicators	Strong Buy	BUY	Strong Buy
Summary	Strong Buy	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Equity an.	36.35	-0.17	-0.47%