OAKLX Mutual Fund
OAKLX Mutual Fund
OAKLX Mutual Fund
Oakmark Select Fund Investor Class
OAKLX Mutual Fund Overview
OAKLX Mutual Fund (Oakmark Select Fund Investor Class) is managed by Oakmark Funds with $1.90B in net assets. OAKLX expense ratio is 1.00%, holding 26 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1996-11-01.
OAKLX performance shows a YTD return of 9.64%. The 1-year return is 21.94% and the 5-year return is 10.74%. OAKLX dividend yield stands at 0.35%, paid annually.
OAKLX top holdings include Salesforce Inc Crm Us Equity (7.3%), Keurig Dr Pepper Inc (kdp Us) (6.7%), First Citizens BancShares Inc (6.4%), Iqvia Holdings Inc (5.3%), International Exchange, Inc. (5.2%). Go to all OAKLX holdings, OAKLX sectors, or OAKLX dividends.
OAKLX can be compared against other funds. Use OAKLX overlap to find shared positions, or OAKLX vs another fund for a side-by-side view. OAKLX alternatives are available via the screener, along with tax-loss harvesting opportunities.