OANWX Mutual Fund
OANWX Mutual Fund
NAV$27.87
AUM$329M
TER0.88%
Holdings26
See how much of OANWX you already own
OANWX Mutual Fund
NAV$27.87
Oakmark Global Select Fund Institutional Class
AUM$329M
TER0.88%
Holdings26
See how much of OANWX you already own
OANWX Mutual Fund Overlap Analysis
OANWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OANWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OANWX may share significant positions with broad-market funds.
OANWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OANWX tax-loss harvesting finds highly correlated but non-identical funds.