Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” fourth quarter 2024 investor letter. The fund delivered -0.20% during the quarter compared to the Lipper Balanced Fund Index’s -1.24% return. The equity portfolio returned 1.28% in the quarter, compared to 2.41% for the S&P 500 Index. The fixed-income portfolio returned -2.25% compared to -3.06% for the Bloomberg U.S. Aggregate Bond Index. The fund has allocated 59.3% in equities, 39.5% in fixed income, and 1.2% in cash. In addition, you can check the fund’s top 5 holdings to determine its...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.