Is Oakmark Equity and Income Investor (OAKBX) a Strong Mutual Fund Pick Right Now?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2024
0mins
Source: NASDAQ.COM
Oakmark Equity and Income Investor (OAKBX):
- A Zacks Mutual Fund Rank of 2 (Buy) based on size, cost, and past performance.
- Offers diversified mutual funds with a balance between stocks, bonds, cash, and sometimes precious metals.
- Has a 5-year annualized total return of 9.2% and lower fees compared to peers.
- Considered less volatile than the market but has a negative alpha.
- Minimum initial investment is $0, and subsequent investments have no minimum amount.
Stock Market Outlook Based on Election Results:
- Market history shows bullish trends after presidential election years.
- Special report offers 5 stock recommendations for extreme upside potential.
- Includes companies in medical manufacturing, rental, energy, aerospace, defense, and chipmaking sectors.
- Encourages investors to download the free report for insights on potential stock gains.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
