Oakmark Equity and Income Fund Adds ELV and Exits PSX
Oakmark Equity and Income Fund (OAKBX) returned 4.20% in Q2 2026, underperforming its 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index benchmark, which returned 9.31% The fundâs equity portfolio gained 6.84%, while the fixed income portfolio rose 1.13% during t