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Mutual Fund Historic Portfolio Allocation: Oakmark Equity & Income I Fund (OAKBX)

In-depth look of Oakmark Equity & Income I (OAKBX) Portfolio Allocation

DateCashStockBondOther
Oakmark Equity & Income I fund (OAKBX) asset allocation as of 03/20169.75%63.49%17.03%9.73%
Oakmark Equity & Income I fund (OAKBX) asset allocation as of 12/201521.08%61.48%15.65%1.79%
Oakmark Equity & Income I fund (OAKBX) asset allocation as of 09/201518.65%61.12%15.36%4.87%
Oakmark Equity & Income I fund (OAKBX) asset allocation as of 06/201516.92%63.13%14.36%5.6%
Oakmark Equity & Income I fund (OAKBX) asset allocation as of 03/201515.72%63.67%13.72%6.89%

  

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