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Oakmark Equity And Income Fund Class Advisor (OAYBX)

US Funds

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36.56 +0.20 +0.55%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

Morningstar Rating:
Total Assets: 586.33M

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Oakmark Equity And Income Fund Class Advisor Overview

Find basic information about the Oakmark Equity And Income Fund Class Advisor 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 OAYBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4138387729)

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Technical Chart

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Rating

1-Year Change5.3%

Prev. Close36.36

Risk Rating

TTM Yield2.20%

ROE17.03%

IssuerOakmark

Turnover38%

ROA4.94%

Inception Date42704

Total Assets586.33M

Expenses0.62%

Min. Investment100,000

Market Cap53.68B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1038	997	1120	1188	1670	-
Fund Return	3.79%	-0.33%	12.02%	5.91%	10.81%	-
Place in category	66	318	217	258	40	-
% in Category	8	42	28	38	10	-

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	10.49B	4.61	12.03	12.05
Oakmark Institutional	8.13B	4.65	12.29	-
Oakmark International Institutional	5.6B	9.07	3.63	-
Oakmark Equity And Income Investor	4.32B	3.73	5.65	7.07
Oakmark International Investor	4.31B	9.00	3.37	3.63

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.07B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.59B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	US02079K3059	3.53	162.35	-0.94%
AIG	US0268747849	2.12	83.69	+0.04%
Amazon.com	US0231351067	2.06	195.14	-0.20%
Charles Schwab	US8085131055	2.01	78.92	+0.24%
Deere&Company	US2441991054	1.90	477.76	-0.35%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Equity an.	36.56	+0.20	+0.55%