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 MEMTX

53% FI Score
  • memtx
  • Mutual Fund
  • Bond
  • Municipal Bond

Blackrock Strategic Municipal Opp Fd Of Blackrock Muni Series Tr Investor A Shares

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

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare OARBX vs PIODX

52% FI Score
  • piodx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pioneer Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

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

Compare OARBX vs PPTY

52% FI Score
  • ppty
  • ETF
  • Alternatives
  • Real Estate

PPTY – U.S. Diversified Real Estate ETF

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare OARBX vs PTH

52% FI Score
  • pth
  • ETF
  • Sector Equity
  • Healthcare

Invesco DWA Healthcare Momentum ETF

Expenses: 0.60% (Better than 1% of similar funds)

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

Compare OARBX vs MKTBX

52% FI Score
  • mktbx
  • Mutual Fund
  • Bond
  • Municipal Bond

MainStay MacKay Tax Free Bond Fund Class B

Expenses: 1.02% (Better than 0% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare OARBX vs XSHD

52% FI Score
  • xshd
  • ETF
  • US Stocks
  • Small Value

Invesco S&P SmallCap High Dividend Low Volatility ETF

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

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

Compare OARBX vs SCTAX

52% FI Score
  • sctax
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo California Tax-Free Fund - Class A

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare OARBX vs SVOAX

52% FI Score
  • svoax
  • Mutual Fund
  • US Stocks
  • Large Value

SEI Institutional Managed Trust U.S. Managed Volatility Fund Class F

Expenses: 0.93% (Better than 1% of similar funds)

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

Compare OARBX vs TWEAX

52% FI Score
  • tweax
  • Mutual Fund
  • US Stocks
  • Large Value

American Century Equity Income Fund A Class

Expenses: 1.16% (Better than 0% of similar funds)

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

Compare OARBX vs PQSG

52% FI Score
  • pqsg
  • ETF
  • US Stocks
  • Small Growth

PGIM QMA Strategic Alpha Small-Cap Growth ETF

Expenses: 0.29% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

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