OAZBX Mutual Fund
OAZBX Mutual Fund
NAV$41.76
AUM$393M
TER0.56%
Holdings269
See how much of OAZBX you already own
OAZBX Mutual Fund
NAV$41.76
Oakmark Equity and Income Fund Class R6
AUM$393M
TER0.56%
Holdings269
See how much of OAZBX you already own
OAZBX Mutual Fund Similar Funds
OAZBX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include OAYBX, OANBX, SMRSX, SMDSX, ACETX.
OAZBX alternatives help with portfolio diversification and cost optimization. OAZBX overlap shows shared holdings with similar funds. OAZBX tax-loss harvesting finds correlated substitutes.