Oakmark Equity and Income Inv (OAKBX)
Outlooks:
| Forecast: |
4% |
| Best Case: |
30% |
| Worst Case: |
-45% |
EXPENSES
Cost Per $10,000:
| 3-Year: | $278 |
| 5-Year: | $487 |
| 10-Year: | $1.1K |
Loads and Fees:
| Initial: | NONE |
| Deferred: | NONE |
| Redemption: | NONE |
| 12b-1: | 0% |
PERFORMANCE
Avg. Annualized Returns Vs. All Funds
| 1-Year: | 19.22% | ||
| 3-Year: | 5.73% | ||
| 5-Year: | 9.2% |
Avg. Annualized Returns Vs. Similar Funds
Show Details
| 1-Year: | -0.33% | ||
| 3-Year: | 4.06% | ||
| 5-Year: | 1.48% |
RESOURCES
Contact Info:
n/a800 625-6275
NTF Availability:
E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard
