OANGX Mutual Fund

OANGX Mutual Fund (Oakmark Global Fund Institutional Class) is managed by Oakmark Funds with $323.4M in net assets. OANGX expense ratio is 0.88%, holding 53 positions across sectors including Financials, Consumer Staples, Information Technology. Inception date: 2016-11-30.

OANGX performance shows a YTD return of 1.58%. The 1-year return is 11.86% and the 5-year return is 4.07%. OANGX dividend yield stands at 1.32%, paid annually.

OANGX top holdings include Sunbelt Rentals Holdings Inc Common Stock Usd.01 (3.1%), Iqvia Holdings Inc. (3.0%), Airbnb Inc (2.9%), Salesforce Inc_None_0 (2.8%), Cnh Industrial Nv Common Stock USD 0.01 (2.8%). Go to all OANGX holdings, OANGX sectors, or OANGX dividends.

OANGX can be compared against other funds. Use OANGX overlap to find shared positions, or OANGX vs another fund for a side-by-side view. OANGX alternatives are available via the screener, along with tax-loss harvesting opportunities.