OAKMX Mutual Fund

NAV$185.22

AUM$9.6B

TER0.89%

Holdings62

OAKMX Mutual Fund

NAV$185.22

Oakmark Fund Investor Class

AUM$9.6B

TER0.89%

Holdings62

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Holdings Overlap Analysis

Compare OAKMX 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 OAKMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

OAKMX Mutual Fund Overlap Analysis

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

OAKMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, OAKMX may share significant positions with broad-market funds.

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