OAZBX Mutual Fund Analysis & Holdings | MarketXLS

OAZBX Mutual Fund

NAV$41.19

AUM$380M

TER0.56%

Holdings269

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OAZBX Mutual Fund

NAV$41.19

Oakmark Equity and Income Fund Class R6

AUM$380M

TER0.56%

Holdings269

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 OAZBX 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 OAZBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAZBX Mutual Fund Overlap Analysis

OAZBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OAZBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, OAZBX may share significant positions with broad-market funds.

OAZBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAZBX tax-loss harvesting finds highly correlated but non-identical funds.