OANCX Mutual Fund
OANCX Mutual Fund
NAV$8.50
AUM$17M
TER0.35%
Holdings195
See how much of OANCX you already own
OANCX Mutual Fund
NAV$8.50
Oakmark Bond Fund Instituional Class
AUM$17M
TER0.35%
Holdings195
See how much of OANCX you already own
OANCX Mutual Fund Overlap Analysis
OANCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 195 holdings, OANCX may share significant positions with broad-market funds.
OANCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANCX tax-loss harvesting finds highly correlated but non-identical funds.