Balancing Act
Funds that combine the best of both worlds
There's something sweet about balanced funds. For one thing, they make picking easy: When you can't decide whether a stock or a bond fund is better for you, they fit the bill perfectly by offering both wrapped up in one convenient package.
The Oakmark Equity & Income fund (OAKBX), around since 1995, is a value fund managed by Clyde McGregor since its inception. According to Lipper Inc., this balance fund is among the top performing funds over the past one-year and five-year periods. So far, it has a No. 1 Lipper leader rating in both consistent return and preservation of capital categories.
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