OAYLX Mutual Fund
OAYLX Mutual Fund
NAV$105.76
AUM$5.8B
TER0.87%
Holdings26
See how much of OAYLX you already own
OAYLX Mutual Fund
NAV$105.76
Oakmark Select Fund Advisor Class
AUM$5.8B
TER0.87%
Holdings26
See how much of OAYLX you already own
OAYLX Mutual Fund Overlap Analysis
OAYLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAYLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OAYLX may share significant positions with broad-market funds.
OAYLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAYLX tax-loss harvesting finds highly correlated but non-identical funds.