Oakmark Equity and Income Fund’s Q3 2023 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here. The fund delivered -1.87% during the quarter compared to the Lipper Balanced Fund Index’s -2.79% return. For the fiscal year, the Fund’s return is 14.40%, compared to an 11.29% return for the Index. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.