OANBX Mutual Fund
OANBX Mutual Fund
NAV$39.58
AUM$1.1B
TER0.59%
Holdings309
See how much of OANBX you already own
OANBX Mutual Fund
NAV$39.58
Oakmark Equity and Income Fund Institutional Class
AUM$1.1B
TER0.59%
Holdings309
See how much of OANBX you already own
OANBX Mutual Fund Performance
OANBX performance across multiple time periods: 1-month 3.32%, YTD 8.30%, 1-year 12.45%, 3-year 11.53%, 5-year 6.32%, 10-year 8.86%.
OANBX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.
OANBX vs another fund shows side-by-side returns. OANBX alternatives are available in the Mutual Fund Screener.