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 $832.8M in net assets. OANLX expense ratio is 0.76%, holding 27 positions across sectors including Financials, Health Care, Energy. Inception date: 2016-11-30.
OANLX performance shows a YTD return of -3.74%. The 1-year return is 7.04% and the 5-year return is 11.24%. OANLX dividend yield stands at 0.64%, paid annually.
OANLX 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 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.