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 FSRRX

37% FI Score
  • fsrrx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Strategic Real Return Fund

Expenses: 0.83% (Better than 1% of similar funds)

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

Compare OAKBX vs GLRBX

37% FI Score
  • glrbx
  • Mutual Fund
  • Allocation
  • All-In-One

James Balanced Golden Rainbow Fund Retail Class

Expenses: 1.06% (Better than 0% of similar funds)

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

Compare OAKBX vs PGEMX

37% FI Score
  • pgemx
  • Mutual Fund
  • Allocation
  • All-In-One

George Putnam Balanced Fund Class M

Expenses: 1.48% (Better than 0% of similar funds)

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

Compare OAKBX vs PGEBX

36% FI Score
  • pgebx
  • Mutual Fund
  • Allocation
  • All-In-One

George Putnam Balanced Fund Class B

Expenses: 1.73% (Better than 0% of similar funds)

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

Compare OAKBX vs PZRMX

36% FI Score
  • pzrmx
  • Mutual Fund
  • Allocation
  • All-In-One

PIMCO Inflation Response Multi-Asset Fund Class A

Expenses: 1.47% (Better than 0% of similar funds)

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

Compare OAKBX vs PMACX

36% FI Score
  • pmacx
  • Mutual Fund
  • Allocation
  • All-In-One

Pioneer Multi-Asset Income Fund C

Expenses: 1.64% (Better than 0% of similar funds)

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

Compare OAKBX vs WWIAX

36% FI Score
  • wwiax
  • Mutual Fund
  • Allocation
  • All-In-One

Westwood Income Opportunity Fund A Class

Expenses: 1.10% (Better than 0% of similar funds)

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

Compare OAKBX vs CLIAX

36% FI Score
  • cliax
  • Mutual Fund
  • Allocation
  • All-In-One

Invesco Income Allocation Fund Class C

Expenses: 1.00% (Better than 0% of similar funds)

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

Compare OAKBX vs MCNAX

36% FI Score
  • mcnax
  • Mutual Fund
  • Allocation
  • All-In-One

Madison Conservative Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

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

Compare OAKBX vs IAALX

36% FI Score
  • iaalx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Growth Portfolio Class C

Expenses: 1.31% (Better than 0% of similar funds)

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

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