OAZBX Mutual Fund
NAV$40.88
AUM$380M
TER0.56%
Holdings269
OAZBX Mutual Fund
NAV$40.88
Oakmark Equity and Income Fund Class R6
AUM$380M
TER0.56%
Holdings269
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OAZBX Mutual Fund Performance
OAZBX performance across multiple time periods: 1-month 0.23%, YTD 0.98%, 1-year 7.61%, 3-year 9.41%, 5-year 5.34%.
OAZBX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.
OAZBX performance comparison shows side-by-side returns with another fund. OAZBX alternatives are available in the Mutual Fund Screener.