Oakmark Equity Income I (OAKBX)
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average rating: 3.66 / 3 ratings
DESCRIPTION:

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

symbol name last price % change open
  • +
  • XTO
    Xto Energy Inc
  • $50.73
  • -2.98%
  • $52.87

No Analysis added

People owning XTO also tend to own: AAPLAPAAUYBPCCMECOP

TheStreet.com Rating: B What is this?

  • +
  • NSRGY
    Nsrgy
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning NSRGY also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: No Rating What is this?

  • +
  • GD
    Gen Dynamics Cp
  • $94.01
  • +1.84%
  • $92.55

No Analysis added

People owning GD also tend to own: AAPLCAHCMECMICSCOCVSDELL

TheStreet.com Rating: A What is this?

  • +
  • CVS
    Cvs Caremark Cp
  • $37.00
  • -0.22%
  • $37.23

No Analysis added

People owning CVS also tend to own: CMEDELLEBAYGEGSLEHMCO

TheStreet.com Rating: A- What is this?

  • +
  • ECA
    Encana Corp
  • $74.69
  • -0.43%
  • $76.42

No Analysis added

People owning ECA also tend to own: BUCYFLIRHANSINGRTMVLOWIRE

TheStreet.com Rating: A- What is this?

  • +
  • DISH
    Dish Network Corp
  • $28.67
  • +0.28%
  • $28.61

No Analysis added

People owning DISH also tend to own: AMTAMXAMZNCCICVCGOOGHAR

TheStreet.com Rating: C What is this?

  • +
  • DEO
    Diageo Plc Ads Ne
  • $73.78
  • +1.64%
  • $72.68

No Analysis added

People owning DEO also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: No Rating What is this?

  • +
  • APA
    Apache Cp
  • $114.36
  • -2.46%
  • $118.22

No Analysis added

People owning APA also tend to own: BGCBHPCBIIPSSSRIAAPLAUY

TheStreet.com Rating: A- What is this?

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