Comments on: Weekly Mutual Fund Review: Oakmark Equity & Income (OAKBX) http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/ Helping a unique generation achieve financial independence. Sat, 20 Mar 2010 05:51:25 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Private Equity Partner http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-54537 Private Equity Partner Tue, 29 Jan 2008 12:58:41 +0000 http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-54537 I agree with sun, at 2% most people are going to be looking elsewhere for value, even investors that do not like to take risks with volatile funds may see it as not yielding a good enough return. But like you summarise jeremy is all depends on the type of investor. I agree with sun, at 2% most people are going to be looking elsewhere for value, even investors that do not like to take risks with volatile funds may see it as not yielding a good enough return. But like you summarise jeremy is all depends on the type of investor.

]]> By: Jeremy http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-1189 Jeremy Mon, 12 Feb 2007 22:25:39 +0000 http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-1189 Sun, this is true. But what I think is more important with a fund of this style is the risk adjusted return. This fund only has a beta of around 0.55 which is quite low for the returns it provides. I agree the yield is a bit low compared to some other funds but most income or value and income funds focus on high yielding lower rated bonds which end up producing more volatility (of course maybe slightly higher returns in the end as well). Sun, this is true. But what I think is more important with a fund of this style is the risk adjusted return. This fund only has a beta of around 0.55 which is quite low for the returns it provides.

I agree the yield is a bit low compared to some other funds but most income or value and income funds focus on high yielding lower rated bonds which end up producing more volatility (of course maybe slightly higher returns in the end as well).

]]> By: Sun http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-1187 Sun Mon, 12 Feb 2007 20:27:15 +0000 http://genxfinance.com/2007/02/12/weekly-mutual-fund-review-oakmark-equity-income/#comment-1187 I own this fund in my taxable account since 2002 and the performance is quite OK to me. However, I have two problems with it: 1) the expense ratio is a little bit high for a $11+ billion fund, and 2) the yield of the fund is quite low. At less than 2% yield, the fund can hardly be categorized as income fund as there are many value funds yield more than that. I own this fund in my taxable account since 2002 and the performance is quite OK to me. However, I have two problems with it: 1) the expense ratio is a little bit high for a $11+ billion fund, and 2) the yield of the fund is quite low. At less than 2% yield, the fund can hardly be categorized as income fund as there are many value funds yield more than that.

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