Clyde McGregor - Oakmark Equity Fund Manager
| OAKBX Fund | USD 34.38 0.10 0.29% |
Clyde McGregor was a manager of the Oakmark Equity and Income Fund since 1995 and the Oakmark Global Fund since 2003. He joined Harris Associates in 1981. In 2011, Mr. McGregor became the first recipient of the Lipper Award for Fund Excellence, presented to investment managers for achievements over their career. He holds an M.B.A. in Finance from the University of Wisconsin and a B.A. in Economics and Religion from Oberlin College .
| Phone | 800-625-6275 |
Oakmark Equity Management Performance (%)
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Oakmark Equity And Leadership Team
Elected by the shareholders, the Oakmark Equity's board of directors comprises two types of representatives: Oakmark Equity inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Oakmark. The board's role is to monitor Oakmark Equity's management team and ensure that shareholders' interests are well served. Oakmark Equity's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Oakmark Equity's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Edward Wojciechowski, Fund Manager since April 17, 2013 | ||
| Clyde McGregor, Fund Manager |
Oakmark Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Oakmark Equity a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 14.14 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 4.39 B | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 1.43 % | |||
| One Year Return | 14.62 % | |||
| Three Year Return | 3.59 % | |||
| Five Year Return | 7.87 % | |||
| Ten Year Return | 6.49 % |
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