Oakmark Equity and Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 5 3
Zacks Investment Research
3 (Hold)
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 4 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 2014-06-11

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 5.02 -0.76 -1.82 71
1-Month 1.54 -0.02 -0.83 83
3-Month 3.19 -0.49 -1.53 91
6-Month 5.02 -0.76 -1.82 71
1-Year 21.69 6.05 -1.10 16
3-Year (Annualized) 10.58 1.40 -1.41 48
5-Year (Annualized) 12.62 0.59 -3.75 90
10-Year (Annualized) 8.24 0.73 -0.34 6

See Also:

Top Oakmark Funds