OANCX Mutual Fund Analysis & Holdings | MarketXLS

OANCX Mutual Fund

NAV$8.79

AUM$17M

TER0.45%

Holdings154

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OANCX Mutual Fund

NAV$8.79

Oakmark Bond Fund Instituional Class

AUM$17M

TER0.45%

Holdings154

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OANCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OANCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 154 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.