Oaktree Funds Mutual Funds List
Here you can find all mutual funds issued by Oaktree Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.10%
- Avg. 1 Year Return
- 49.99%
- Avg. 5 Year Return
- 6.96%
- Median Risk/Return Score
- 56 / 100
Oaktree Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oaktree Emerging Markets Equity Fund | Emerging Markets Diversified | Jun 2, 2021 | 1.10% | 18.70% | — | 1.67% | 56 |
Explore top Oaktree Funds Mutual Fund Categories and Asset Classes
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.
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5 Years
Best Oaktree Funds Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Oaktree Emerging Markets Equity Fund | 56 | — | Jun 2021 |
Best-Performing Oaktree Funds Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Oaktree Emerging Markets Equity Fund | 6.96% | — | Jun 2021 |
Lowest-Cost Oaktree Funds Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Oaktree Emerging Markets Equity Fund | 1.10% | — | Jun 2021 |
Highest-Yield Oaktree Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Oaktree Emerging Markets Equity Fund | 1.67% | — | Jun 2021 |
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