Oakmark Bond Fund R6 is a mutual fund focused on generating both current income and total return through a diversified portfolio of fixed-income securities. Its strategy centers on prudent investment management and principal protection, with at least 80% of assets allocated to bonds and other fixed-income instruments. The fund’s holdings span investment-grade and below investment-grade corporate bonds, U.S. Treasury and government agency securities, agency and non-agency mortgage-backed securities, asset-backed securities, as well as senior loans and other structured debt products. Oakmark Bond Fund R6 maintains exposure across maturities and sectors, including notable allocations to U.S. government-related debt and mortgage securities. The fund may also use derivative instruments to manage interest rate risk and adjust sector exposures. With a multi-sector approach and a focus on active risk management, Oakmark Bond Fund R6 serves institutional investors seeking diversified fixed-income exposure in the intermediate core-plus bond category, balancing income objectives with capital preservation priorities in the broader fixed-income market.
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