OANLX Mutual Fund
OANLX Mutual Fund
NAV$108.41
AUM$1.0B
TER0.76%
Holdings26
See how much of OANLX you already own
OANLX Mutual Fund
NAV$108.41
Oakmark Select Fund Institutional Class
AUM$1.0B
TER0.76%
Holdings26
See how much of OANLX you already own
OANLX Mutual Fund Overlap Analysis
OANLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OANLX may share significant positions with broad-market funds.
OANLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANLX tax-loss harvesting finds highly correlated but non-identical funds.