OARBX : Oakmark Equity And Income Fund Service Class

OARBX is a Allocation Market All-In-One with HIGH fees.

OARBX

Oakmark Equity And Income Fund Service Class

FI Score

51 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

Different Funds

We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare OARBX vs PRDBX

55% FI Score
  • prdbx
  • Mutual Fund
  • Bond
  • Total US Bond Market

PGIM Total Return Bond Fund -Class B

Expenses: 1.26% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare OARBX vs PJP

55% FI Score
  • pjp
  • ETF
  • Sector Equity
  • Healthcare

Invesco Dynamic Pharmaceuticals ETF

Expenses: 0.56% (Better than 1% of similar funds)

This is an OK choice for a Healthcare Sector Equity fund. See why »

Compare OARBX vs RTH

55% FI Score
  • rth
  • ETF
  • Sector Equity
  • Consumer Cyclicals

VanEck Vectors Retail ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Consumer Cyclicals Sector Equity fund. See why »

Compare OARBX vs SDYL

55% FI Score
  • sdyl
  • ETF
  • Alternative
  • Leveraged Equities

UBS ETRACS Monthly Pay 2xLeveraged S&P Dividend ETN

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Leveraged Equities Alternative fund. See why »

Compare OARBX vs SCIJX

55% FI Score
  • scijx
  • Mutual Fund
  • International Stocks
  • Large Blend

Hartford Schroders International Stock Fund Class SDR

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare OARBX vs STISX

55% FI Score
  • stisx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Federated Strategic Income Fund Class IS Shares

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare OARBX vs VCFIX

55% FI Score
  • vcfix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Voya Securitized Credit Fund Class I

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare OARBX vs MUEAX

55% FI Score
  • mueax
  • Mutual Fund
  • US Stocks
  • Large Blend

MFS Blended Research Core Equity Fund Class A

Expenses: 0.74% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare OARBX vs AFNIX

55% FI Score
  • afnix
  • Mutual Fund
  • US Stocks
  • Large Blend

AAM/Bahl & Gaynor Income Growth Fund Class I

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

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare OARBX vs AAGPX

55% FI Score
  • aagpx
  • Mutual Fund
  • US Stocks
  • Large Value

American Beacon Large Cap Value Fund Investor Class

Expenses: 0.96% (Better than 0% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo