Oakmark Equity And Income Fund Q3 2024 Commentary
PERFORMANCE (%) QTD* 1 yr 3 yrs 5 yrs 10 yrs Since inception Investor Class | OAKBX 6.16% 19.78% 4.87% 9.25% 7.30% 9.65% Lipper Balanced Fund 5.55% 22.23% 4.59% 8.15% 7.16% 7.08% Expense ratio: Investor Class 0.86% *Not annualized Inception date: Investor …