OAYMX Mutual Fund Analysis & Holdings | MarketXLS

OAYMX Mutual Fund

NAV$187.10

AUM$3.8B

TER0.70%

Holdings62

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OAYMX Mutual Fund

NAV$187.10

Oakmark Fund Advisor Class

AUM$3.8B

TER0.70%

Holdings62

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

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Discover Portfolio Overlap

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

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.