Oakmark Equity and Income Fund Advisor Class
The Oakmark Equity and Income Fund Advisor Class (OAYBX) is a mutual fund that focuses on providing a balanced portfolio of both equity and income investments. This fund is managed by Oakmark Funds and is designed for investors seeking long-term growth and income. The fund primarily invests in a mix of large-cap and mid-cap stocks, as well as fixed-income securities. With a focus on value investing, the Oakmark Equity and Income Fund aims to provide investors with a diversified and stable investment option.
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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
