OAKMX Fund Comparisons
OAKMX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VLU, PY, VWNDX. FundQuant is educational research software and does not provide individualized investment advice.
Target Fund
- Symbol
- OAKMX
- Name
- Oakmark Fund
- Type
- Mutual Fund
- Originator
- Harris
- Asset class
- equity
- Net expense ratio
- 0.89%
- AUM
- $24B
Comparable Funds
FundQuant reviewed 1,746 active searchable funds, 355 ETFs, 1,391 mutual funds and returned 3 comparable funds for OAKMX.
- VLU - SPDR S&P 1500 Value Tilt ETF (1940 Act ETF; SPDR / State Street; equity; Strong Fit; fit score 74)
- PY - Principal Value ETF (1940 Act ETF; Principal; equity; Strong Fit; fit score 79)
- VWNDX - Vanguard Windsor Fund (Mutual Fund; Vanguard; equity; Strong Fit; fit score 78)
FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.