- What are the top holdings of OAKBX?
- Oakmark Equity And Income Fund Investor Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does OAKBX have?
- OAKBX holds — positions as reported by the fund's most recent disclosure.
- What sectors does OAKBX invest in?
- Oakmark Equity And Income Fund Investor Class (OAKBX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is OAKBX most exposed to?
- OAKBX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is OAKBX a US-only fund?
- The country allocation card on this page shows OAKBX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does OAKBX invest in?
- This fund endeavors to generate income while also safeguarding and expanding capital over time. Its primary strategy involves investing in a diverse portfolio of U.S. stocks and bonds. Structured to provide a balanced investment program focusing on both growth and income, the fund typically allocates between 40% and 75% of its total assets to common equities, including securities convertible into common stock. Furthermore, up to 60% of its total assets can be placed in debt securities. These fixed-income holdings include those issued by the U.S. government, its agencies, non-U.S. governments, and corporate entities that, at the time of purchase, hold one of the top two ratings assigned by Moody's Investors Service or S&P Global Ratings.
