OAYBX Mutual Fund
OAYBX Mutual Fund
NAV$41.17
AUM$728M
TER0.63%
Holdings269
See how much of OAYBX you already own
OAYBX Mutual Fund
NAV$41.17
Oakmark Equity and Income Fund Advisor Class
AUM$728M
TER0.63%
Holdings269
See how much of OAYBX you already own
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.