Oakmark Mutual Funds List

Here you can find all mutual funds issued by Oakmark and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is Oakmark

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	Oct 31, 1995	0.83%	-3.09%	8.76%	2.28%	16
OAKCX	Oakmark Bond Fund Investor Class	Multisector Bonds	Jan 28, 2022	0.74%	-0.05%	—	4.69%	61
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 31, 1995	1.34%	-7.03%	7.35%	5.64%	17
OAKGX	Oakmark Global Fund	Global Equities	Aug 3, 1999	1.11%	-5.09%	9.55%	1.17%	17
OAKIX	Oakmark International Fund	Foreign Large Cap Equities	Sep 29, 1992	1.04%	-5.63%	6.70%	1.95%	32
OAKLX	Oakmark Select Fund	Large Cap Value Equities	Nov 1, 1996	0.98%	-8.12%	10.31%	0.42%	9
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	Aug 5, 1991	0.91%	-2.81%	13.47%	0.94%	16
OAKWX	Oakmark Global Select Fund	Global Equities	Oct 1, 2006	1.10%	-7.44%	8.49%	1.55%	6
OANCX	Oakmark Bond Fund	Intermediate Core-Plus Bond	Oct 4, 2020	0.52%	0.02%	—	4.94%	59
OANIX	Oakmark International Fund Institutional Class	Foreign Large Cap Equities	Nov 30, 2016	0.82%	-6.39%	—	2.26%	28
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	Nov 30, 2016	0.68%	-2.76%	—	1.17%	16
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	Nov 30, 2016	0.87%	-7.97%	—	0.57%	10
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	Nov 30, 2016	0.70%	-2.42%	—	1.15%	18
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	Dec 15, 2020	0.62%	-2.74%	—	1.23%	16

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

Loading graphics...

Time Period