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Oakmark Equity Income Fund (OAKBX)

Guest swf83

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I just wanted to get the board's thoughts on the Oakmark brand and family of funds, particulary OAKBX. I have been in this fund for about a year, and have been able to catch a 25% run-up in the NAV price, which for a balanced fund is pretty stellar. I am tempted to take profits, but I am 27 years old and feel like I got a nice "head-start" on a long term position in this fund. Holding it for the next 20-30 years isn't out of question. I am a big believer in Clyde McGregor and Edward Studzinski.


Any thoughts on the fund or the Oakmark family of funds?

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