OAZLX Mutual Fund (Oakmark Select Fund Class R6) is managed by Oakmark Funds with $739.0M in net assets. OAZLX expense ratio is 0.73%, holding 27 positions across sectors including Financials, Health Care, Energy. Inception date: 2020-12-15.

OAZLX performance shows a YTD return of -3.74%. The 1-year return is 7.07% and the 5-year return is 11.28%. OAZLX dividend yield stands at 0.67%, paid annually.

OAZLX 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 OAZLX holdings, sector breakdown, or dividend history.

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