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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare OAYBX vs HCKIX

80% FI Score
  • hckix
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class I

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs OIBFX

80% FI Score
  • oibfx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Balanced Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs AMBFX

80% FI Score
  • ambfx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds American Balanced Fund® Class F-2

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs ONCFX

80% FI Score
  • oncfx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Conservative Growth Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs BLPAX

79% FI Score
  • blpax
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Moderate Growth and Income Portfolio Class A

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

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs HCKTX

79% FI Score
  • hcktx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class R5

Expenses: 0.16% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs ONGFX

79% FI Score
  • ongfx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Growth & Income Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs MAMAX

79% FI Score
  • mamax
  • Mutual Fund
  • Allocation
  • All-In-One

MFS Moderate Allocation Fund Class A

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs ONIFX

79% FI Score
  • onifx
  • Mutual Fund
  • Allocation
  • All-In-One

JPMorgan Investor Growth Fund Class I

Expenses: 0.27% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare OAYBX vs INPAX

79% FI Score
  • inpax
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Conservative Growth and Income Portfolio Class A

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

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