Oakmark Equity Income I (OAKBX)
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Date updated:12-12-2007
From the Oakmark Website:
The Oakmark Equity and Income Fund seeks income and preservation and growth of capital. It's designed for investors who want to tap into the potential of stocks, yet want the cushion bonds may provide. The Fund is primarily made up of U.S. equity and fixed-income securities.
Morningstar gives the fund 5 stars
Current Returns:
1-Year: 12.80%
3-Year: 11.30%
5-Year: 12.19%
For more information, see Bill Nygren.
In its 2007 Fund Survey, Forbes Magazine picked this fund as one of its “Best Buys” for a Balanced Fund in 2007, using various criteria such as fund expenses, diversification and returns.
Note: The funds fixed income holdings are not listed here
As of 9/30/07
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