Oakmark Select Fund (OAKLX) Alternatives
Oakmark Select Fund (OAKLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OAKLX
OAKLX charges 0.98% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OAKLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OAKLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OAKLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OAKLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OAKLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OAKLX vs TILVX |
Best Risk-Adjusted Alternatives to OAKLX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | OAKLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OAKLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OAKLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OAKLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OAKLX vs VALAX |
Top Performing OAKLX Alternatives (YTD)
OAKLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | OAKLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OAKLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OAKLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OAKLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OAKLX vs HFCVX |
Lowest Volatility Alternatives to OAKLX
OAKLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | OAKLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OAKLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OAKLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OAKLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OAKLX vs ACIIX |
Lowest Drawdown Alternatives to OAKLX
OAKLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | OAKLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OAKLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OAKLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OAKLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OAKLX vs PSECX |
Other Mutual Funds from Oakmark
Most popular Oakmark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 20 | -4.16% | Aug 5, 1991 | OAKLX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OAKLX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 20 | -4.10% | Nov 30, 2016 | OAKLX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | OAKLX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OAKLX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OAKLX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OAKLX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OAKLX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OAKLX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -4.11% | Nov 30, 2016 | OAKLX vs OAYMX |
Often Compared With OAKLX
What investors most often compare with OAKLX, based on PortfoliosLab usage data.
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