Oakmark Equity And Income Fund Investor Class (OAKBX) Stock
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.
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About Oakmark Equity And Income Fund Investor Class
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.
Oakmark Equity And Income Fund Investor Class is headquartered in US.
Oakmark Equity And Income Fund Investor Class (OAKBX) stock trades at $41.30 with a market capitalization of $5.96B. Over the past 52 weeks the stock has ranged between $36.90 and $41.30, and currently trades at its 52-week high. It pays a dividend yielding 2.13%.
Official website: oakmark.com/our-funds/oakmark-equity-and-income/