OAYMX Mutual Fund
OAYMX Mutual Fund
NAV$189.86
AUM$3.9B
TER0.70%
Holdings62
See how much of OAYMX you already own
OAYMX Mutual Fund
NAV$189.86
Oakmark Fund Advisor Class
AUM$3.9B
TER0.70%
Holdings62
See how much of OAYMX you already own
OAYMX Mutual Fund Overlap Analysis
OAYMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, OAYMX may share significant positions with broad-market funds.
OAYMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAYMX tax-loss harvesting finds highly correlated but non-identical funds.