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Oakmark Equity And Income Fund Investor Class (OAKBX)

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34.15 +0.26 +0.77%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 4.29B

Type: Fund

Market: United States

Issuer: Oakmark

Underlying: S&P 500 TR

Asset Class: Equity

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OAKBX Overview

Find basic information about the Oakmark Equity And Income Fund Investor Class 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 OAKBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 1.54%

Prev. Close33.89

Risk Rating

TTM Yield2.10%

ROE17.03%

IssuerOakmark

Turnover38%

ROA4.94%

Inception DateNov 01, 1995

Total Assets4.29B

Expenses0.85%

Min. Investment1,000

Market Cap53.68B

CategoryAllocation - - 50% to 70% Equity

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Oakmark Equity And Income Fund Investor Class News

Trump hints at tariff exemptions as China warns of 'humanitarian crisis' By Investing.com - 10 hours ago

Investing.com -- U.S. President Donald Trump suggested late Friday that he could offer exemptions to his sweeping 10% tariff on most U.S. trading partners but reaffirmed that the...

Stock market today: S&P 500 in weekly win after wild week amid Trump tariff u-turn By Investing.com - 23 hours ago

Investing.com-- The S&P 500 climbed Friday, ending a volatile week higher, shrugging off increasing U.S.-China trade tensions and fresh signs of worry about the U.S. consumer as...

Don't trust the rebound as trade war far from over: MRB Partners By Investing.com - Apr 11, 2025

Investing.com -- US stocks racked up gains to round of positive week of wild trading action following President Donald Trump's tariff u-turn, but MRB Partners says the rebound...

Oakmark Equity And Income Fund Investor Class Analysis

S&P 500: The Pause Heard Around the World By Michael Lebowitz - Apr 11, 2025

US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for...

Bitcoin Bulls Eyeing a Comeback Under the Shadows of Escalating US-China Trade War By Günay Caymaz - Apr 11, 2025

US-China trade news has impacted Bitcoin market volatility. Holding $75,000 support is crucial for stability. A break above $82,300 could signal bullish...

Markets Seek V-Shaped Recovery, but Weak Technicals Keep Bulls in Check By Declan Fallon - Apr 11, 2025

After Wednesday's big recovery, it was going to be hard for markets to follow through Thursday, but I would be looking for a recovery bounce to challenge March swing lows before a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1009	1009	1046	1165	1900	1945
Fund Return	0.91%	0.91%	4.58%	5.21%	13.69%	6.88%
Place in category	144	144	472	174	13	156
% in Category	22	22	64	26	4	33

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	10.33B	1.14	10.97	11.96
Oakmark Institutional	8.22B	1.20	11.22	-
Oakmark International Institutional	5.56B	7.94	4.39	-
Oakmark International Investor	4.33B	7.88	4.14	3.56
Oakmark Select Advisor	3.93B	-1.13	10.03	-

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	103.9B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	52.22B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.53	157.14	+2.83%
AIG	US0268747849	2.12	81.97	+0.76%
Amazon.com	US0231351067	2.06	184.87	+2.01%
Charles Schwab	US8085131055	2.01	76.96	+4.21%
Deere&Company	US2441991054	1.90	459.13	+3.36%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Neutral
Technical Indicators	Strong Sell	Strong Sell	BUY
Summary	Strong Sell	Strong Sell	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Equity An.	34.15	+0.26	+0.77%