Oakmark Equity and Income Fund adds ELV and exits PSX
We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools. Aggregate Bond Index benchmark, which returned 9.31%. The fund’s equity portfolio gained 6.84%, while the fixed income portfolio rose 1.13% during the quarter.
- ▪We bridge the gap between financial information and actionable insight by providing unrivaled coverage on all asset classes and access to best-in-class tools.
- ▪Aggregate Bond Index benchmark, which returned 9.31%.
- ▪The fund’s equity portfolio gained 6.84%, while the fixed income portfolio rose 1.13% during the quarter.
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