Oakmark Bond Fund R6 (OAZCX)

Overview

The company is an investment fund specialized in the bond market, focusing on creating a diversified portfolio that includes a wide range of fixed-income securities. It operates with the primary objective of investing in both investment-grade and below investment-grade fixed-income securities, balancing between stability offered by higher-rated bonds and the higher returns associated with high-yield or "junk" bonds. The fund's strategy is designed to adapt to normal market conditions, allocating a significant portion of its assets to investment-grade securities while also taking calculated risks by investing in high-yield bonds to potentially increase the returns for its investors.

Products and Services

• Investment-Grade Fixed-Income Securities

  These are bonds and other fixed-income investments that are rated by credit rating agencies as being at lower risk of default. Investing at least 25% of its assets in this category, the fund aims to provide investors with a stable and reliable income stream while minimizing the risk of loss.

• Below Investment-Grade Fixed-Income Securities (High-Yield/Junk Bonds)

  Contrasting with investment-grade securities, these assets come with a higher risk due to their lower credit rating but offer the potential for higher returns. The fund allocates up to 35% of its assets to this category, appealing to investors seeking to enhance their portfolio's overall yield, accepting a higher risk level.