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Oakmark Equity And Income Investor (OAKBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
37.00+0.18 (+0.49%)
As of 08:06AM EST. Market open.
Full screen
Previous Close36.82
YTD Return8.22%
Expense Ratio (net)0.86%
CategoryAllocation--50% to 70% Equity
Last Cap Gain8.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability RatingN/A
Net Assets6.4B
Beta (5Y Monthly)1.08
Yield3.70%
5y Average ReturnN/A
Holdings Turnover15.00%
Last Dividend0.56
Average for CategoryN/A
Inception DateDec 15, 2020

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