Oakmark Equity and Income Fund’s Q1 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q1 2025 investor letter.The fund’s investor class delivered 0.91% during the quarter compared to -1.45% returns for the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index. The equity portfolio returned -0.25% in the quarter, compared to -4.27% for the S&P 500 Index. The fixed-income portfolio returned 2.91% compared to 2.78% for the Bloomberg U.S. Aggregate Bond Index. The fund has allocated 58.1% in equities, 41.1% in fixed income, and 0.8% in cash. In addition, you can check the fund’s...