OAYBX : Oakmark Equity and Income Fund Class Advisor

OAYBX is a Allocation Market All-In-One with MODERATE fees.

OAYBX

Oakmark Equity and Income Fund Class Advisor

FI Score

65 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /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 OAYBX vs NBGNX

60% FI Score
  • nbgnx
  • Mutual Fund
  • US Stocks
  • Small Growth

Neuberger Berman Genesis Fund Investor Class

Expenses: 1.01% (Better than 1% of similar funds)

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

Compare OAYBX vs NUSC

60% FI Score
  • nusc
  • ETF
  • US Stocks
  • Small Blend

Nuveen ESG Small-Cap ETF

Expenses: 0.40% (Better than 1% of similar funds)

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

Compare OAYBX vs NWFFX

60% FI Score
  • nwffx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

American Funds New World Fund® Class F-1

Expenses: 1.00% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare OAYBX vs NYVTX

60% FI Score
  • nyvtx
  • Mutual Fund
  • US Stocks
  • Large Blend

Davis New York Venture Fund Class A

Expenses: 0.89% (Better than 0% of similar funds)

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

Compare OAYBX vs OAKIX

60% FI Score
  • oakix
  • Mutual Fund
  • International Stocks
  • Large Blend

Oakmark International Fund Investor Class

Expenses: 0.98% (Better than 0% of similar funds)

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

Compare OAYBX vs AVLIX

60% FI Score
  • avlix
  • Mutual Fund
  • US Stocks
  • Large Value

American Century Value Fund I Class

Expenses: 0.80% (Better than 1% of similar funds)

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

Compare OAYBX vs BEGIX

60% FI Score
  • begix
  • Mutual Fund
  • US Stocks
  • Large Value

Sterling Capital Equity Income Fund Institutional Shares

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

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

Compare OAYBX vs BSIIX

60% FI Score
  • bsiix
  • Mutual Fund
  • Bond
  • High Yield Bond

BlackRock Strategic Income Opportunities Portfolio Institutional Shares

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

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

Compare OAYBX vs CFA

60% FI Score
  • cfa
  • ETF
  • US Stocks
  • Large Blend

VictoryShares US 500 Volatility Wtd ETF

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

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

Compare OAYBX vs CGBIX

60% FI Score
  • cgbix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Calvert Green Bond Fund Class I

Expenses: 0.48% (Better than 1% of similar funds)

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

Compare OAYBX vs PYSAX

60% FI Score
  • pysax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Putnam Equity Spectrum Fund Class A

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Blend US Stocks fund. See why »

Compare OAYBX vs FTRGX

60% FI Score
  • ftrgx
  • Mutual Fund
  • Bond
  • Government Bond

Federated Total Return Government Bond Fund Institutional Shares

Expenses: 0.32% (Better than 1% of similar funds)

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

Compare OAYBX vs ACIZX

60% FI Score
  • acizx
  • Mutual Fund
  • US Stocks
  • Large Growth

Alger Capital Appreciation Institutional Fund Class Z-2

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

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

Compare OAYBX vs LMGNX

60% FI Score
  • lmgnx
  • Mutual Fund
  • International Stocks
  • Large Growth

ClearBridge International Growth Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

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

Compare OAYBX vs EEMA

60% FI Score
  • eema
  • ETF
  • International Stocks
  • Asia/Pacific ex-Japan Stock

iShares MSCI Emerging Markets Asia 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 OAYBX vs HSDYX

60% FI Score
  • hsdyx
  • Mutual Fund
  • Bond
  • High Yield Bond

Hartford Short Duration Fund Class Y

Expenses: 0.52% (Better than 1% of similar funds)

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

Compare OAYBX vs JVASX

60% FI Score
  • jvasx
  • Mutual Fund
  • US Stocks
  • Large Value

JPMorgan Value Advantage Fund Class I

Expenses: 0.89% (Better than 1% of similar funds)

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

Compare OAYBX vs CXSE

60% FI Score
  • cxse
  • ETF
  • International Stocks
  • China Stock

WisdomTree China ex-State-Owned Enterprises Fund

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a China Stock International Stocks fund. See why »

Compare OAYBX vs FLCH

60% FI Score
  • flch
  • ETF
  • International Stocks
  • China Stock

Franklin FTSE China ETF

Expenses: 0.19% (Better than 1% of similar funds)

This is an OK choice for a China Stock International Stocks fund. See why »

Compare OAYBX vs BSCR

60% FI Score
  • bscr
  • ETF
  • Bond
  • High Yield Bond

Invesco BulletShares 2027 Corporate Bond ETF

Expenses: 0.10% (Better than 1% of similar funds)

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

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