Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q1 2025 investor letter.The fund’s investor class delivered 0.91% during the quarter compared to -1.45% returns for the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index. The equity portfolio returned -0.25% in the quarter, compared to -4.27% for the S&P 500 Index. The fixed-income portfolio returned 2.91% compared to 2.78% for the Bloomberg U.S. Aggregate Bond Index. The fund has allocated...
Oakmark Equity and Income Fund’s Q1 2025 Investor Letter
