OAZLX Mutual Fund

OAZLX Mutual Fund (Oakmark Select Fund Class R6) is managed by Oakmark Funds with $936.2M in net assets. OAZLX expense ratio is 0.73%, holding 26 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2020-12-15.

OAZLX performance shows a YTD return of 9.81%. The 1-year return is 22.28% and the 5-year return is 11.04%. OAZLX dividend yield stands at 0.54%, paid annually.

OAZLX top holdings include Keurig Dr Pepper Inc. (7.6%), Salesforce Inc. (6.4%), First Citizens Bancshares Inc/nc Common Stock Usd (6.4%), Iqvia Holdings Inc. (6.0%), Centene Corp. (5.8%). Go to all OAZLX holdings, OAZLX sectors, or OAZLX dividends.

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