OAZLX Mutual Fund (Oakmark Select Fund Class R6) is managed by Oakmark Funds with $772.2M in net assets. OAZLX expense ratio is 0.73%, holding 26 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2020-12-15.

OAZLX performance shows a YTD return of -0.90%. The 1-year return is 14.52% and the 5-year return is 8.75%. OAZLX dividend yield stands at 0.65%, paid annually.

OAZLX top holdings include Salesforce Inc Crm Us Equity (7.3%), Keurig Dr Pepper Inc (kdp Us) (6.7%), First Citizens BancShares Inc (6.4%), Iqvia Holdings Inc (5.3%), International Exchange, Inc. (5.2%). 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.