Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter. Oakmark Equity and Income Fund’s objective is to deliver returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.0% in equities, 38.5% in fixed income, and 1.5% cash. The Fund (Investor Class) outperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index both in the quarter and since its inception. The equity portion of the portfolio generated a gain of 5.08% compared to 2.66%...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.