OAKBX Mutual Fund

NAV$40.44

AUM$3.7B

TER0.85%

Holdings269

OAKBX Mutual Fund

NAV$40.44

Oakmark Equity And Income Fund Investor Class

AUM$3.7B

TER0.85%

Holdings269

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Holdings Overlap Analysis

Compare OAKBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings OAKBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAKBX Mutual Fund Overlap Analysis

OAKBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

OAKBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, OAKBX may share significant positions with broad-market funds.

OAKBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. OAKBX tax-loss harvesting finds highly correlated but non-identical funds.