OAZLX Mutual Fund
OAZLX Mutual Fund
NAV$107.20
AUM$1.1B
TER0.73%
Holdings26
See how much of OAZLX you already own
OAZLX Mutual Fund
NAV$107.20
Oakmark Select Fund Class R6
AUM$1.1B
TER0.73%
Holdings26
See how much of OAZLX you already own
OAZLX Mutual Fund Overlap Analysis
OAZLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
OAZLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, OAZLX may share significant positions with broad-market funds.
OAZLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAZLX tax-loss harvesting finds highly correlated but non-identical funds.