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 IYE

70% FI Score
  • iye
  • ETF
  • Sector Equity
  • Energy

iShares U.S. Energy ETF

Expenses: 0.42% (Better than 1% of similar funds)

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

Compare OARBX vs AIA

70% FI Score
  • aia
  • ETF
  • International Stocks
  • Asia/Pacific ex-Japan Stock

iShares Asia 50 ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Asia/Pacific ex-Japan Stock International Stocks fund. See why »

Compare OARBX vs FDL

70% FI Score
  • fdl
  • ETF
  • US Stocks
  • Large Value

First Trust Morningstar Dividend Leaders Index Fund

Expenses: 0.45% (Better than 1% of similar funds)

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

Compare OARBX vs JUESX

70% FI Score
  • juesx
  • Mutual Fund
  • US Stocks
  • Large Blend

JPMorgan U.S. Equity Fund Class I

Expenses: 0.69% (Better than 1% of similar funds)

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

Compare OARBX vs NMBAX

70% FI Score
  • nmbax
  • Mutual Fund
  • Bond
  • Municipal Bond

Nuveen Intermediate Duration Municipal Bond Fund Class A

Expenses: 0.67% (Better than 1% of similar funds)

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

Compare OARBX vs HHMIX

70% FI Score
  • hhmix
  • Mutual Fund
  • Bond
  • Municipal Bond

Hartford Municipal Opportunities Fund Class I

Expenses: 0.44% (Better than 1% of similar funds)

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

Compare OARBX vs MIGFX

70% FI Score
  • migfx
  • Mutual Fund
  • US Stocks
  • Large Growth

MFS Massachusetts Investors Growth Stock Fund Class A

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

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

Compare OARBX vs AEPGX

70% FI Score
  • aepgx
  • Mutual Fund
  • International Stocks
  • Large Growth

American Funds EuroPacific Growth Fund® Class A

Expenses: 0.84% (Better than 1% of similar funds)

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

Compare OARBX vs ANEFX

70% FI Score
  • anefx
  • Mutual Fund
  • US Stocks
  • Large Growth

American Funds The New Economy Fund® Class A

Expenses: 0.78% (Better than 1% of similar funds)

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

Compare OARBX vs BAB

70% FI Score
  • bab
  • ETF
  • Bond
  • High Yield Bond

Invesco Taxable Municipal Bond ETF

Expenses: 0.28% (Better than 1% of similar funds)

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

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