OAKLX Mutual Fund (Oakmark Select Fund Investor Class) is managed by Oakmark Funds with $1.59B in net assets. OAKLX expense ratio is 1.00%, holding 27 positions across sectors including Financials, Health Care, Energy. Inception date: 1996-11-01.

OAKLX performance shows a YTD return of -3.77%. The 1-year return is 6.78% and the 5-year return is 10.99%. OAKLX dividend yield stands at 0.40%, paid annually.

OAKLX top holdings include I Q V I A Holdings Inc. (6.7%), Warner Bros. Discovery, Inc (5.8%), Phillips 66 (5.8%), First Citizens BancShares Inc (5.5%), Lithia Motors Inc (5.5%). View all OAKLX holdings, sector breakdown, or dividend history.

OAKLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OAKLX alternatives are available via the screener, along with tax-loss harvesting opportunities.