Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update
Fund Mojo provides investors and financial advisors with in-depth mutual fund research and analysis, and a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.

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)