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 $1.83B in net assets. OAKLX expense ratio is 1.00%, holding 26 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1996-11-01.
OAKLX performance shows a YTD return of 19.77%. The 1-year return is 30.45% and the 5-year return is 12.04%. OAKLX dividend yield stands at 0.32%, paid annually.
OAKLX top holdings include Keurig Dr Pepper Inc (kdp Us) (7.6%), Salesforce Inc Crm Us Equity (6.4%), First Citizens BancShares Inc (6.4%), Iqvia Holdings Inc (6.0%), Centene (5.8%). 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.