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Oakmark Equity And Income Fund Class Institutional (OANBX)

US Funds

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37.01 +0.03 +0.08%

07:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.2B

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Oakmark Equity And Income Fund Class Institutional Overview

Find basic information about the Oakmark Equity And Income Fund Class Institutional 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 OANBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4138387646)

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Rating

1-Year Change15.6%

Prev. Close36.98

Risk Rating

TTM Yield4.14%

ROE18.58%

IssuerOakmark

Turnover15%

ROA4.95%

Inception Date42704

Total Assets1.2B

Expenses0.59%

Min. Investment250,000

Market Cap48.26B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1085	1014	1231	1125	1543	-
Fund Return	8.47%	1.39%	23.11%	4.01%	9.06%	-
Place in category	621	485	386	182	84	-
% in Category	84	65	48	30	17	-

Top Equity Funds by Oakmark

Name	Total Assets	YTD%	3Y%	10Y%
Oakmark Investor	10.08B	14.70	8.79	11.89
Oakmark International Institutional	8.08B	-1.64	-1.09	-
Oakmark Institutional	7.36B	14.92	9.04	-
Oakmark International Investor	5.07B	-1.86	-1.34	3.79
Oakmark Equity And Income Investor	4.45B	8.22	3.75	7.01

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.4B	13.30	5.24	8.16
Vanguard Wellington Admiral	100.41B	12.38	4.27	8.38
American Funds American Balanced R6	56.22B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.77B	12.51	3.69	8.16
Fidelity Advisor Balanced A	42.26B	13.59	4.45	9.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 2.875%	-	3.25	-	-
Alphabet A	US02079K3059	2.98	178.88	-1.51%
Fiserv	US3377381088	2.60	213.18	-0.41%
Glencore	JE00B4T3BW64	2.00	376.50	+0.01%
IQVIA Holdings	US46266C1053	1.92	211.51	-0.96%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Oakmark Equity an.	37.01	+0.03	+0.08%