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 a closer substitute for your current allocation.
Cheapest Alternatives to OAKLX
OAKLX charges 0.98% annually. There are 236 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | OAKLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OAKLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OAKLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OAKLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | OAKLX vs VVIAX |
Best Risk-Adjusted Alternatives to OAKLX
OAKLX has a PortfoliosLab risk / return rank of 20. There are 295 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | OAKLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | OAKLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | OAKLX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | OAKLX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | OAKLX vs AVLVX |
Top Performing OAKLX Alternatives (YTD)
OAKLX is at 4.46% YTD. There are 301 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | OAKLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | OAKLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | OAKLX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | OAKLX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | OAKLX vs YAFFX |
Lowest Volatility Alternatives to OAKLX
OAKLX has 15.24% 1-year volatility. There are 308 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | OAKLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | OAKLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | OAKLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | OAKLX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | OAKLX vs TWEIX |
Lowest Drawdown Alternatives to OAKLX
OAKLX has a 1-year max drawdown of -12.49%. There are 310 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | OAKLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OAKLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OAKLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | OAKLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OAKLX vs SVAIX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OANMX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Fund Investor Class | Large Cap Value Equities | 16 | 2.47% | — | Aug 1991 | OAKLX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 21 | 2.54% | — | Oct 1995 | OAKLX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | 2.59% | — | Nov 2016 | OAKLX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 13 | 2.65% | — | Sep 1992 | OAKLX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 3 | -0.64% | — | Oct 1995 | OAKLX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 3.17% | — | Aug 1999 | OAKLX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 7 | -1.56% | — | Oct 2006 | OAKLX vs OAKWX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 15 | 2.56% | — | Nov 2016 | OAKLX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | 2.63% | — | Dec 2020 | OAKLX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 33 | 0.37% | — | Oct 2020 | OAKLX vs OANCX |
Often Compared With OAKLX
Investors most often compare OAKLX with INDEX, SPY, OFVIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare OAKLX with Any Fund or Stock
Compare OAKLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKLX with funds that move differently
Oakmark Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKLX.
Explore OAKLX Diversifiers