Oakmark Equity & Income I OAKBX
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Making Retirement Work Without a Huge Nest Egg
… Yield Corporate Bond MHYIX 24,114 5.54 401(k): MFS Utilities MMUJX 4,657 1.07 401(k): Oakmark Equity & Income OAKBX 28,230 6.49 401(k): PIMCO Total Return PTTRX 37,582 8.64 401(k): Prudential Jennison Mid Cap Growth PEGZX 10 …
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OAKBX ; Why? Why not?
… Levander, Redirecting from another OAKBX discussion. Quote Levander: "Glenn is the only one to try to explain how OAKBX 's ST bonds could be useful to a portfolio ..... ask Glenn about what he's doing with OAKBX in his aggressive portfolio …
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SEP-IRA contribution time..just put it in OAKBX ?
… have to fund my SEP and have one holding in the acct which is OAKBX . PF is pretty conservative and defensive here but looking to ..... looking at where to put my little sum for my SEP contribution. OAKBX is ok but i'm already heavy on bond funds in my taxable acct …
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Taxable Account Retirment Investing
… tire 2045 VTIVX (12.41%) (ER .19) Vanguard Global Equity Inv VHGEX (11.03%) (ER .54) Oakmark Equity & Income I OAKBX (76.57%) (ER .77) After realizing we should pay attention to our investments, I am considering to consolidate the funds …
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This is why you need managed bond fund (see March)
… DBLEX 1.0 TTRZX -0.8 PGDIX 0.1 PAUIX -0.9 JSTIX 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1.0 EXDAX 0.2 VWINX 0.5 DBLTX 0.45 DBLFX 0 …
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wanted - a stead-eddy fund to replace TWEAX
… than the other funds do when the market tanks (if that definition makes any sense!). I have a good % of my portfolio with OAKBX and YACKX. My current 401k and my son's 529 are going into Vanguard Wellington. I would like to choose something other than …
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What Are You Putting in Your IRA?
… inefficient holdings and part of our entire portfolio." Dragonpat 's IRA choices-- FPA Crescent FPACX, Oakmark Equity & Income OAKBX , and DoubleLine Total Return DLTNX--reveal an affinity for active management. Chief K's IRA does include some passively …
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What If-SS$ in VWELX?
… most of us.. Lucky to save and put away 5% a Yr and Let Compounding take over.. -Other BF's I've had , like FPACX, OAKBX , PRWCX don't go back that far.. Could do a PRPFX Maybe? -VWINX ( Wellesly) isn't a Growth BF to me, but you can use …
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Top 10 Dividend-Yielding Stocks of Our Ultimate Stock-Pickers
… on the four fund managers on our list-- Amana Trust Income AMANX, Columbia Dividend Income LBSAX, Oakmark Equity & Income OAKBX , and Parnassus Equity Income PRBLX--that specialize in income investing, we felt we'd get a better representation of …
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Past Portfolio of Mutual Funds
Hello: Is there a way that I can see the portfolio summary of a mutual fund in the past? For example, right now (as of 12/31/11) OAKBX is reporting 14.4% cash. I am wondering that was its cash holdings in the past? Thanks