WebApr 19, 2024 · Analyst Note. Aug 3, 2024. A manager firming up his retirement plans on Oakmark Equity and Income doesn’t impact the fund’s Above Average People rating, and the fund’s Morningstar Analyst ... WebOne of the most-capitalized fund companies, specialized in mutual and exchange-traded index funds. Also offers services including brokerage, retirement investing, advice and …

Vanguard Group - Mutual funds, IRAs, ETFs, 401(k) plans, and more

WebMar 31, 2024 · Oakmark Bond Fund – Institutional Class Average Annual Total Returns 03/31/23 Since Inception 06/10/20 -1.52% 1-year -4.63% 3-month 1.72%. ... It is worth emphasizing that the Fund was designed to offer investors performance derived from individual security selection, like every Oakmark fund in our family of products. ... WebApr 7, 2024 · The fund was incepted in August 1991 and is managed by Harris Associates L.P. The fund seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. The fund ... bass pad

Oakmark Fund (OAKMX) Performance History - Yahoo Finance

WebFind the latest performance data chart, historical data and news for Oakmark Fund Investor Class (OAKMX) at Nasdaq.com. Web2 days ago · The Oakmark Fund returned 8.1% during the first calendar quarter, outperforming the S&P 500 Index’s return of 7.5%. ... Oakmark Fund - Investor Class Average Annual Total Returns 03/31/23 Since ... WebAnalyze the Fund Oakmark Fund Investor Class having Symbol OAKMX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at … bass outlet lahaska pa