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This Allocation Fund Is Contrarian but Straightforward

Silver-rated Oakmark Equity & Income has veteran management, a strong long-term record, and a below average risk rating.

This Allocation Fund Is Contrarian but Straightforward
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Greg Carlson: The Morningstar Medalist this week is Oakmark Equity & Income. This fund resides at Morningstar's allocation--50% to 70% equity category.

The lead manager here is Clyde McGregor. He served at that role since the fund's 1995 inception, and he's amassed an excellent long-term record. Three comanagers were appointed in 2013. One, Matt Logan, recently left the firm, however it remains in veteran hands.

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Greg Carlson does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.