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Home>Oakmark Equity and Income Fund Letter to Shareholders

Oakmark Equity and Income Fund Letter to Shareholders

Perspectives Content Submission

Tue, 11 Oct 2011

Worldwide equity markets declined significantly in the quarter ended September 30, and the impact was significant on the Equity and Income Fund. The Fund’s nearly 13% loss lagged the 9% decline that Lipper reported for its Balanced Fund Index. In the fiscal year ended September 30, the Fund lost 1%
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