OANLX Mutual Fund
OANLX Mutual Fund
OANLX Mutual Fund
Oakmark Select Fund Institutional Class
OANLX Mutual Fund Overview
OANLX Mutual Fund (Oakmark Select Fund Institutional Class) is managed by Oakmark Funds with $976.0M in net assets. OANLX expense ratio is 0.76%, holding 26 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2016-11-30.
OANLX performance shows a YTD return of 19.96%. The 1-year return is 30.76% and the 5-year return is 12.17%. OANLX dividend yield stands at 0.51%, paid annually.
OANLX 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 OANLX holdings, OANLX sectors, or OANLX dividends.
OANLX can be compared against other funds. Use OANLX overlap to find shared positions, or OANLX vs another fund for a side-by-side view. OANLX alternatives are available via the screener, along with tax-loss harvesting opportunities.