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)

Risk

The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-06-11

Volatility Measurements

Updated 06.30.2014

Standard Deviation 9.94
Mean 0.88
Sharpe Ratio 1.06
Bear Market Decile Rank 16

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
Morningstar Moderate Target Risk
Best Fit Index
Russell 3000 TR USD
R-Squared 86.69 92.87
Beta 1.13 0.75
Alpha 0.23 -1.46

See Also:

Top Oakmark Funds