Seeks maximum high current income, preservation and growth of capital.
The Fund invests primarily in US equity and fixed income securities. It invests approximately 50-75% of total assets in common stock, including securities convertible into common stock, and up to 50% of assets in US government securities and debt securities rated within the two highest grades assigned by Moody’s or by Standard & Poor’s. The Fund may also invest up to 20% of assets in unrated or lower rated debt securities.
Fund fact sheet
Oakmark Equity and Income Fund Prospectus