OANLX Mutual Fund
OANLX Mutual Fund
Oakmark Select Fund Institutional Class

OANLX Mutual Fund Overview
OANLX Mutual Fund (Oakmark Select Fund Institutional Class) is managed by Oakmark Funds with $914.1M in net assets. OANLX expense ratio is 0.76%, holding 26 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-11-30.
OANLX performance shows a YTD return of 0.74%. The 1-year return is 11.96% and the 5-year return is 9.42%. OANLX dividend yield stands at 0.61%, paid annually.
OANLX top holdings include Salesforce Inc Crm Us Equity (7.3%), Keurig Dr Pepper Inc (kdp Us) (6.7%), First Citizens BancShares Inc (6.4%), Iqvia Holdings Inc (5.3%), International Exchange, Inc. (5.2%). View all OANLX holdings, sector breakdown, or dividend history.
OANLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OANLX alternatives are available via the screener, along with tax-loss harvesting opportunities.