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Compare funds: Oakmark Equity & Income I (OAKBX) Fund, Pioneer Classic Balanced Y (AYBLX) Fund


See details behind Oakmark Equity & Income I (OAKBX) Fund and Pioneer Classic Balanced Y (AYBLX) Fund

Oakmark Equity & Income IPioneer Classic Balanced Y
Fund Mojo Score0.540.74
Fund Manager Tenure20.6 years10.7 years
Fund CategoryAllocation--50% to 70% EquityAllocation--50% to 70% Equity
Fund Management Fee0.75%0.93%
Additional 12b1 marketing Fee0%0.00%
Fund Load0% (front), 0% (back)0% (front), 0% (back)
Fund Initial Investment1,0005,000,000
Fund Turnover25.00%44.00%
Fund Year-to-Date Performance2.07%1.60%
Fund One-Year Performance-5.01%-2.02%
Fund Three-Year Performance6.04%6.89%
Fund Five-Year Performance5.94%7.06%
Click here for details on Oakmark Equity & Income I (OAKBX)Click here for details on Pioneer Classic Balanced Y (AYBLX)