Oakmark Equity And Income Fund Investor Class (OAKBX) Research
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.
Market snapshot
- Symbol
- OAKBX
- Price
- $38.72
- Day change
- -0.15%
- Market cap
- $5.9B
- 52-week range
- 36.6-39.83
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- American Century Equity Income Fund R6 Class (AEUDX)
- Artisan International Fund Inv Shs (ARTIX)
- The Gabelli Equity Trust Inc. (GAB)
- Hartford Schroders Emerging Markets Equity Fund Class R4 (HHHSX)
- Hartford Schroders Emerging Markets Equity Fund (SEMVX)
- American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1 (TAIFX)
- Nuveen Lifecycle Index 2025 Fund R6 (TLQIX)
- American Century Equity Income Investor Class (TWEIX)
Open Oakmark Equity And Income Fund Investor Class (OAKBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.