OAZBX Mutual Fund
OAZBX Mutual Fund
NAV$39.64
AUM$366M
TER0.56%
Holdings309
See how much of OAZBX you already own
OAZBX Mutual Fund
NAV$39.64
Oakmark Equity and Income Fund Class R6
AUM$366M
TER0.56%
Holdings309
See how much of OAZBX you already own
OAZBX Mutual Fund Sector Allocation
OAZBX sector allocation breaks down across Financials (24.2%), Consumer Discretionary (9.9%), Information Technology (7.1%), Health Care (6.9%), Industrials (6.0%). Across 309 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
OAZBX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
OAZBX by country shows geographic exposure. OAZBX overlap reveals how sector exposure compares with other funds.