OAKBX Mutual Fund
OAKBX Mutual Fund
NAV$41.70
AUM$3.8B
TER0.85%
Holdings269
See how much of OAKBX you already own
OAKBX Mutual Fund
NAV$41.70
Oakmark Equity And Income Fund Investor Class
AUM$3.8B
TER0.85%
Holdings269
See how much of OAKBX you already own
OAKBX Mutual Fund Similar Funds
OAKBX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include OAYBX, OANBX, OAZBX, SMRSX, SMDSX.
OAKBX alternatives help with portfolio diversification and cost optimization. OAKBX overlap shows shared holdings with similar funds. OAKBX tax-loss harvesting finds correlated substitutes.