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 HAIAX

67% FI Score
  • haiax
  • Mutual Fund
  • US Stocks
  • Large Blend

Hartford Core Equity Fund Class A

Expenses: 0.73% (Better than 1% of similar funds)

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

Compare OARBX vs HDGTX

67% FI Score
  • hdgtx
  • Mutual Fund
  • US Stocks
  • Large Value

The Hartford Dividend and Growth Fund Class R5

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

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

Compare OARBX vs HIMYX

67% FI Score
  • himyx
  • Mutual Fund
  • Bond
  • Municipal Bond

Pioneer High Income Municipal Fund Class Y

Expenses: 0.55% (Better than 1% of similar funds)

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

Compare OARBX vs LAFFX

67% FI Score
  • laffx
  • Mutual Fund
  • US Stocks
  • Large Value

Lord Abbett Affiliated Fund Class A

Expenses: 0.71% (Better than 1% of similar funds)

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

Compare OARBX vs MPGFX

67% FI Score
  • mpgfx
  • Mutual Fund
  • US Stocks
  • Large Blend

Mairs & Power Growth Fund Investor Class

Expenses: 0.65% (Better than 1% of similar funds)

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

Compare OARBX vs IBMJ

67% FI Score
  • ibmj
  • ETF
  • Bond
  • Municipal Bond

iShares iBonds Dec 2021 Term Muni Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

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

Compare OARBX vs JSCOX

67% FI Score
  • jscox
  • Mutual Fund
  • US Stocks
  • Small Value

Janus Henderson Small Cap Value Fund Class I

Expenses: 0.79% (Better than 1% of similar funds)

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

Compare OARBX vs MWLIX

67% FI Score
  • mwlix
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Low Duration Bond Fund Class I

Expenses: 0.41% (Better than 1% of similar funds)

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

Compare OARBX vs NGREX

67% FI Score
  • ngrex
  • Mutual Fund
  • Sector Equity
  • Real Estate

Northern Global Real Estate Index Fund

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

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

Compare OARBX vs MSHQX

67% FI Score
  • mshqx
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock Total Return Fund Service Shares

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

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

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