Oakmark Equity And Income Fund Investor Class (OAKBX)
Oakmark Equity And Income Fund Investor Class operates in the Asset Management - Income industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $41.24, down 0.15% on the session, giving a market capitalisation of $5.96B. Its beta of 0.90 implies it has historically moved less than the broad market.
This fund endeavors to generate income while also safeguarding and expanding capital over time. Its primary strategy involves investing in a diverse portfolio of U.S. stocks and bonds. Structured to provide a balanced investment program focusing on both growth and income, the fund typically allocates between 40% and 75% of its total assets to common equities, including securities convertible into common stock. Furthermore, up to 60% of its total assets can be placed in debt securities. These fixed-income holdings include those issued by the U.S. government, its agencies, non-U.S. governments, and corporate entities that, at the time of purchase, hold one of the top two ratings assigned by Moody's Investors Service or S&P Global Ratings.
Oakmark Equity And Income Fund Investor Class is most often compared with the following Financial Services names: