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Oakmark Equity and Income Institutional OANBX

Analyst rating as of
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Morningstar’s Analysis

Will OANBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still holds appeal, but patience is required.

Senior Analyst

Summary

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Oakmark Equity and Income benefits from a long-tenured lead manager (though he’s expected to reduce his time spent here after 2022) and the backing of a veteran equity team, but the bond portfolio hasn’t provided much ballast, limiting its Morningstar Analyst Rating to Bronze for its cheapest share classes. Its more-expensive share class earns a Neutral rating.

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