The Fund Grade · free · no account needed
What grade does OAKBX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Oakmark Equity And Income Fund Investor Class
#487 of 500 graded active funds · value · large segment peer group
The point · specialist footprint
OAKBX puts less of its book behind proven specialists than 73% of graded funds.
Bottom 20%
● Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
OAKBX vs the Honor Roll · share card ↗Conviction exposure
9.4%
of the book in specialist-converged names
Late-stage weight
18.2%
of the book in Crowded or Fading names
Active share
96.2%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
OAKBX ranks 487 out of 500 graded funds, with specialists holding only 9.4% of the portfolio and actively leaving positions like Ally Financial and AIG. Three higher graded peers exist in this segment. The few early spots, MRK, BAC, and GEHC, are not enough to offset the weight of fading and crowded trades.
→ Watch Ally Financial, AIG, and Zimmer Biomet closely as specialists are exiting all three positions simultaneously.
→ Compare OAKBX against the three higher graded segment peers, given the fund's near-bottom grade of F.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.