Oakmark Equity And Income Fund Investor Class
Oakmark Equity And Income Fund Investor Class
Your view on OAKBX
Overview
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About Oakmark Equity And Income Fund Investor Class
- Industry
- Asset Management - Income
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Harris Associates LP, MA, US
- Industry
- Asset Management - Income
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Harris Associates LP, MA, US
The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75% of its total assets in common stock, including securities convertible into common stock, and up to 60% of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moody's Investors Service, Inc. or by S&P Global Ratings.
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