Oakmark Equity and Income Fund Institutional Class
The Oakmark Equity and Income Fund Institutional Class (OANBX) is a mutual fund that primarily invests in a combination of stocks and bonds. It aims to provide investors with long-term capital appreciation and income through a diversified portfolio of high-quality, undervalued companies and fixed income securities. This fund is managed by Oakmark Funds, a reputable investment management firm known for its value-oriented approach. As an institutional class fund, it is designed for larger investors and may have lower fees and higher minimum investment requirements compared to other classes of the same fund.
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| Name | Weight % |
|---|---|
| KDPKeurig Dr Pepper | 2.69% |
| RGAReinsurance Group Of America | 2.13% |
| ELVElevance Health, Inc. | 2.07% |
| CDWCDW Corporation | 1.94% |
| ABNBAirbnb, Inc. | 1.90% |
| AMZNAmazon.Com, Inc. | 1.87% |
| ALLYAlly Financial | 1.83% |
| ICEIntercontinental Exchange Inc. | 1.80% |
| GOOGLAlphabet Inc. Class A | 1.77% |
| WTWWillis Towers Watson Public Limited Company | 1.76% |
| Total | 19.76% |
No data currently available
