OANIX Mutual Fund
OANIX Mutual Fund
NAV$35.24
AUM$4.8B
TER0.82%
Holdings63
See how much of OANIX you already own
OANIX Mutual Fund
NAV$35.24
Oakmark International Fund Institutional Class
AUM$4.8B
TER0.82%
Holdings63
See how much of OANIX you already own
OANIX Mutual Fund Overlap Analysis
OANIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, OANIX may share significant positions with broad-market funds.
OANIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANIX tax-loss harvesting finds highly correlated but non-identical funds.