OAYBX Mutual Fund Analysis & Holdings | MarketXLS

OAYBX Mutual Fund

NAV$41.20

AUM$702M

TER0.63%

Holdings269

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

OAYBX Mutual Fund

NAV$41.20

Oakmark Equity and Income Fund Advisor Class

AUM$702M

TER0.63%

Holdings269

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare OAYBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OAYBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAYBX Mutual Fund Overlap Analysis

OAYBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OAYBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, OAYBX may share significant positions with broad-market funds.

OAYBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAYBX tax-loss harvesting finds highly correlated but non-identical funds.