OANMX Mutual Fund
OANMX Mutual Fund
NAV$192.25
AUM$8.5B
TER0.67%
Holdings62
See how much of OANMX you already own
OANMX Mutual Fund
NAV$192.25
Oakmark Fund Institutional Class
AUM$8.5B
TER0.67%
Holdings62
See how much of OANMX you already own
OANMX Mutual Fund Overlap Analysis
OANMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, OANMX may share significant positions with broad-market funds.
OANMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANMX tax-loss harvesting finds highly correlated but non-identical funds.