OANBX Mutual Fund
OANBX Mutual Fund
NAV$41.58
AUM$1.2B
TER0.59%
Holdings269
See how much of OANBX you already own
OANBX Mutual Fund
NAV$41.58
Oakmark Equity and Income Fund Institutional Class
AUM$1.2B
TER0.59%
Holdings269
See how much of OANBX you already own
OANBX Mutual Fund Overlap Analysis
OANBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, OANBX may share significant positions with broad-market funds.
OANBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANBX tax-loss harvesting finds highly correlated but non-identical funds.