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
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 the quarter. The fund held 60.1% in equities, 38.9% in fixed income, and 1.0% in
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