Oakmark Equity and Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Performance

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 4 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 0.58 -1.08 -0.83 85
1-Month 3.56 0.39 -1.18 86
3-Month 2.67 0.01 -0.61 75
6-Month 11.72 2.19 -1.92 65
1-Year 20.49 7.97 0.63 21
3-Year (Annualized) 9.88 1.65 -0.52 31
5-Year (Annualized) 14.61 -0.39 -6.53 96
10-Year (Annualized) 8.04 0.99 0.00 3

See Also:

Top Oakmark Funds