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Balancing Act

Funds that combine the best of both worlds

By Dian Vujovich • Jul 1, 2002

Opinions expressed by Entrepreneur contributors are their own.

There's something sweet about balanced funds. For one thing,they make picking easy: When you can't decide whether a stockor a bond fund is better for you, they fit the bill perfectly byoffering 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 topperforming funds over the past one-year and five-year periods. Sofar, it has a No. 1 Lipper leader rating in both consistent returnand preservation of capital categories.

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