OANMX Mutual Fund

NAV$185.89

AUM$8.3B

TER0.67%

Holdings62

OANMX Mutual Fund

NAV$185.89

Oakmark Fund Institutional Class

AUM$8.3B

TER0.67%

Holdings62

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Holdings Overlap Analysis

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

OANMX Mutual Fund Overlap Analysis

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

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

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