Oakmark Equity and Income Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 2 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 0.55 -1.11 -0.86 86
1-Month 3.58 0.41 -1.16 85
3-Month 2.60 -0.06 -0.68 77
6-Month 11.54 2.01 -2.10 69
1-Year 20.12 7.60 0.26 23
3-Year (Annualized) 9.54 1.32 -0.85 40
5-Year (Annualized) 14.25 -0.76 -6.89 97
10-Year (Annualized) 7.71 0.66 -0.33 10

See Also:

Top Oakmark Funds