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Oakmark Equity And Income Fund Service Class (OARBX)

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Oakmark Equity And Income Service historical data, for real-time data please try another search

33.63 -2.85 -7.81%

16/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

Morningstar Rating:
Total Assets: 158.48M

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OARBX Overview

On this page you'll find an in-depth profile of Oakmark Equity And Income Fund Service Class. Learn about the key management, total assets, investment strategy and contact information of OARBX among other information.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States

Phone 1-617-483-8327

Web www.oakmark.com

Top Executives

Name	Title	Since	Until
Adam D. Abbas	Co-Head of Fixed Income and Portfolio Manager	2020	Now
Biography	Mr. Abbas received a B.S. in industrial engineering from Northwestern University and is currently pursuing an M.B.A. from the University of Chicago. In 2004, Mr. Abbas joined Huron Consulting Group as a consultant. From 2006 through 2010, Mr. Abbas was an analyst for Neuberger Berman/Lehman Brothers Asset Management where he focused on high yield bond and loan investments within the information technology, media and telecom space. In 2010, he joined the Adviser, where he also serves as a senior research analyst for the Driehaus Active Income Fund and the Driehaus Select Credit Fund.
M. Colin Hudson	Partner, Vice President, Portfolio Manager, Co-Head of Fixed Income	2013	Now
Biography	M. Colin Hudson, CFA, is a Vice President, portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2005. Mr. Hudson holds an M.B.A. in Finance from Indiana University (1999), an M.S. in Geology from Indiana University (1995) and a B.A. in Economics from DePauw University (1992).
Clyde S. McGregor	Partner, Vice President and Portfolio Manager	1995	Now
Biography	Clyde S. McGregor, CFA, is a Vice President and portfolio manager of Harris Associates L.P.. He joined Harris Associates L.P. in 1981. In 2011, Mr. McGregor became the first recipient of the Lipper Award for Fund Excellence, presented to investment managers for achievements over their career. He holds an M.B.A. in Finance from the University of Wisconsin (1977) and a B.A. in Economics and Religion from Oberlin College (1974).
Edward J. Wojciechowski	Portfolio Manager and U.S. Investment Analyst	2013	2020
Biography	Edward J. Wojciechowski, CFA, is a portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2005. He holds a B.S. in Finance and Economics from Marquette University (1995).
Matthew A. Logan	Analyst	2013	2016
Biography	Matthew A.Logan, CFA Matt Logan has been a co-manager of the Oakmark Equity and Income Fund (OAKBX) since 2013. He is also an Investment Analyst at Harris Associates. Mr. Logan began his career at Harris Associates as a Research Associate in 2006 before joining the analyst team in 2009. He received a B.S. in Business from Babson College (2006).
Edward Studzinski	Portfolio Manager	2000	2011
Biography	"■ Edward Studzinski, CFA, is a portfolio manager of the Mutual Fund. He has a B.A. from Boston College, a J.D. from Duke University, and an M.B.A. from Northwestern University. Mr. Studzinski has been an investment professional since"

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Recent Quotes

Name	Price	Chg.	Chg. %
Oakmark Equity An.	33.63	-2.85	-7.81%
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American Funds 20.	20.10	+0.03	+0.15%
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