Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” second quarter 2024 investor letter. The fund delivered -2.19% during the quarter compared to the Lipper Balanced Fund Index’s 1.11% return. The equity portfolio returned -3.97% in the quarter, compared to 4.28% for the S&P 500 Index. The fixed-income portfolio returned 0.75%. The fund has allocated its portfolio, 58.0% in equities, 40.7% in fixed income, and 1.3% cash. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.
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