OAYWX Mutual Fund

OAYWX Mutual Fund (Oakmark Global Select Fund Advisor Class) is managed by Oakmark Funds with $130.9M in net assets. OAYWX expense ratio is 0.95%, holding 26 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2016-11-30.

OAYWX performance shows a YTD return of 0.42%. The 1-year return is 9.06% and the 5-year return is 4.04%. OAYWX dividend yield stands at 1.59%, paid annually.

OAYWX top holdings include Bought BRL Sold USD 20251002 (6.6%), Bnp Paribas Sa (6.2%), Cnh Industrial Nv Common Stock USD 0.01 (5.9%), Iqvia Holdings Inc (5.6%), International Exchange, Inc. (4.7%). Go to all OAYWX holdings, OAYWX sectors, or OAYWX dividends.

OAYWX can be compared against other funds. Use OAYWX overlap to find shared positions, or OAYWX vs another fund for a side-by-side view. OAYWX alternatives are available via the screener, along with tax-loss harvesting opportunities.