OANWX Mutual Fund

OANWX Mutual Fund (Oakmark Global Select Fund Institutional Class) is managed by Oakmark Funds with $316.8M in net assets. OANWX expense ratio is 0.88%, holding 27 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2016-11-30.

OANWX performance shows a YTD return of 4.60%. The 1-year return is 9.90% and the 5-year return is 4.65%. OANWX dividend yield stands at 1.58%, paid annually.

OANWX top holdings include Bnp Paribas Sa (7.4%), Iqvia Holdings Inc (6.6%), Cnh Industrial Nv Common Stock USD 0.01 (6.5%), Sysco Corp (5.8%), Schwab Strategic T (4.6%). Go to all OANWX holdings, OANWX sectors, or OANWX dividends.

OANWX can be compared against other funds. Use OANWX overlap to find shared positions, or OANWX vs another fund for a side-by-side view. OANWX alternatives are available via the screener, along with tax-loss harvesting opportunities.