In the Balance

A good blend scales down this fund's risk.
Magazine Contributor
1 min read

This story appears in the October 2004 issue of Entrepreneur. Subscribe »

One of the great things about investing through a bear market is that it makes you realize there's more to making money than chasing the performance of hot funds.

No matter how you slice it, having a blend of stock and bond funds in your personal portfolio is a must. If you're looking for an all-in-one fund, check out the Oakmark Equity and Income Fund (OAKBX).

With top three and five-year performance rankings, according to Lipper, the fund aims for a 60/40 blend between stocks and bonds. In mid-June, the fund had 57 percent of its assets invested in stocks-all value-oriented ones. Bonds included corporate and Treasury bonds, all with short maturities.

The beauty of this large-cap balanced blend fund is that the risk is tempered. Says fund manager Clyde McGregor, "This fund is for people who don't want to make the assets-allocation decision themselves, and who trust that we'll stick to our value approach long-term."

Web site:www.oakmark.com
Toll-free number: (800) 625-6275


Dian Vujovich is an author, syndicated columnist and publisher of fund-investing site www.fundfreebies.com.

More from Entrepreneur

In as little as seven months, the Entrepreneur Authors program will turn your ideas and expertise into a professionally presented book.
Apply Now

One-on-one online sessions with our experts can help you start a business, grow your business, build your brand, fundraise and more.
Book Your Session

Whether you are launching or growing a business, we have all the business tools you need to take your business to the next level, in one place.
Enroll Now

Latest on Entrepreneur

My Queue

There are no Videos in your queue.

Click on the Add to next to any video to save to your queue.

There are no Articles in your queue.

Click on the Add to next to any article to save to your queue.

There are no Podcasts in your queue.

Click on the Add to next to any podcast episode to save to your queue.

You're not following any authors.

Click the Follow button on any author page to keep up with the latest content from your favorite authors.