OANLX Mutual Fund

OANLX Mutual Fund (Oakmark Select Fund Institutional Class) is managed by Oakmark Funds with $1.01B in net assets. OANLX expense ratio is 0.76%, holding 26 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-11-30.

OANLX performance shows a YTD return of 9.79%. The 1-year return is 22.25% and the 5-year return is 10.98%. OANLX dividend yield stands at 0.56%, paid annually.

OANLX top holdings include Salesforce Inc Crm Us Equity (7.3%), Keurig Dr Pepper Inc (kdp Us) (6.7%), First Citizens BancShares Inc (6.4%), Iqvia Holdings Inc (5.3%), International Exchange, Inc. (5.2%). 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.