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Compare funds: Oakmark Equity & Income I (OAKBX) Fund, Thrivent Balanced Income Plus I (IBBFX) Fund


See details behind Oakmark Equity & Income I (OAKBX) Fund and Thrivent Balanced Income Plus I (IBBFX) Fund

Oakmark Equity & Income IThrivent Balanced Income Plus I
Fund Mojo Score0.540.73
Fund Manager Tenure20.6 years1.1 years
Fund CategoryAllocation--50% to 70% EquityAllocation--50% to 70% Equity
Fund Management Fee0.75%0.67%
Additional 12b1 marketing Fee0%0%
Fund Load0% (front), 0% (back)0% (front), 0% (back)
Fund Initial Investment1,0002,000
Fund Turnover25.00%148.00%
Fund Year-to-Date Performance2.07%3.29%
Fund One-Year Performance-5.01%-0.55%
Fund Three-Year Performance6.04%6.37%
Fund Five-Year Performance5.94%6.46%
Click here for details on Oakmark Equity & Income I (OAKBX)Click here for details on Thrivent Balanced Income Plus I (IBBFX)