OAKBX : Oakmark Equity And Income Fund Investor Class

OAKBX is a Allocation Market All-In-One with MODERATE fees.

OAKBX

Oakmark Equity And Income Fund Investor Class

FI Score

59 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare OAKBX vs TCVCX

12% FI Score
  • tcvcx
  • Mutual Fund
  • Allocation
  • All-In-One

Timothy Plan Conservative Growth Fund Class C

Expenses: 1.83% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs ASIUX

12% FI Score
  • asiux
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Multi-Asset Real Return Fund R Class

Expenses: 1.39% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs RQIIX

12% FI Score
  • rqiix
  • Mutual Fund
  • Allocation
  • All-In-One

RESQ Strategic Income Fund Class I

Expenses: 1.80% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs APIGX

11% FI Score
  • apigx
  • Mutual Fund
  • Allocation
  • All-In-One

Yorktown Capital Income Fund Class A

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs DWATX

11% FI Score
  • dwatx
  • Mutual Fund
  • Allocation
  • All-In-One

Arrow DWA Balanced Fund Class C

Expenses: 2.47% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs LSPCX

11% FI Score
  • lspcx
  • Mutual Fund
  • Allocation
  • All-In-One

LoCorr Spectrum Income Fund Class C

Expenses: 2.77% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs TRIFX

11% FI Score
  • trifx
  • Mutual Fund
  • Allocation
  • All-In-One

Catalyst/SMH Total Return Income Fund Class A

Expenses: 1.57% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs TPDCX

11% FI Score
  • tpdcx
  • Mutual Fund
  • Allocation
  • All-In-One

Timothy Plan Defensive Strategies Fund Class C

Expenses: 2.16% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs PSECX

11% FI Score
  • psecx
  • Mutual Fund
  • Allocation
  • All-In-One

1789 Growth and Income Fund Class Class C

Expenses: 2.01% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs TSGCX

11% FI Score
  • tsgcx
  • Mutual Fund
  • Allocation
  • All-In-One

Timothy Plan Strategic Growth Fund Class C

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs APIFX

11% FI Score
  • apifx
  • Mutual Fund
  • Allocation
  • All-In-One

Yorktown Master Allocation Fund Class A

Expenses: 1.62% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs TGIAX

11% FI Score
  • tgiax
  • Mutual Fund
  • Allocation
  • All-In-One

Timothy Plan Growth & Income Fund Class A

Expenses: 1.65% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs RQIAX

10% FI Score
  • rqiax
  • Mutual Fund
  • Allocation
  • All-In-One

RESQ Strategic Income Fund Class A

Expenses: 2.20% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs NUXIX

10% FI Score
  • nuxix
  • Mutual Fund
  • Allocation
  • All-In-One

Rational NuWave Enhanced Market Opportunity Fund Institutional Shares

Expenses: 1.99% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs VHFCX

10% FI Score
  • vhfcx
  • Mutual Fund
  • Allocation
  • All-In-One

Virtus Herzfeld Fund Class C

Expenses: 2.35% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs TILDX

10% FI Score
  • tildx
  • Mutual Fund
  • Allocation
  • All-In-One

DCM/INNOVA High Dividend Income Innovation Fund

Expenses: 1.70% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs IOCCX

10% FI Score
  • ioccx
  • Mutual Fund
  • Allocation
  • All-In-One

ICON Risk-Managed Balanced Fund Class C

Expenses: 2.20% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs GHTCX

  • ghtcx
  • Mutual Fund
  • Allocation
  • All-In-One

Leland Real Asset Opportunities Fund Class C

Expenses: 2.30% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs NUXCX

  • nuxcx
  • Mutual Fund
  • Allocation
  • All-In-One

Rational NuWave Enhanced Market Opportunity Fund Class C Shares

Expenses: 2.99% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare OAKBX vs HBFBX

  • hbfbx
  • Mutual Fund
  • Allocation
  • All-In-One

Hennessy Balanced Fund Investor Class

Expenses: 1.88% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

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