Oakmark Global Select Fund (OAKWX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OAKWX
OAKWX charges 1.10% annually. There are 160 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OAKWX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OAKWX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OAKWX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OAKWX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OAKWX vs UCEQX |
Best Risk-Adjusted Alternatives to OAKWX
OAKWX has a PortfoliosLab risk / return rank of 7. There are 222 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | OAKWX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | OAKWX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | OAKWX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | OAKWX vs JGYIX | |
| Vanguard Global Capital Cycles Fund | 92 | 3.90B | May 1984 | OAKWX vs VGPMX |
Top Performing OAKWX Alternatives (YTD)
OAKWX is at -1.56% YTD. There are 234 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.84% | — | Nov 2016 | OAKWX vs PGTIX | |
| Oberweis Global Opportunities Fund | 24.97% | — | Jan 1987 | OAKWX vs OBEGX | |
| LSV Global Value Fund | 23.33% | — | Jun 2014 | OAKWX vs LVAGX | |
| Ariel Global Fund | 22.42% | — | Dec 2011 | OAKWX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.75% | — | — | OAKWX vs YFSNX |
Lowest Volatility Alternatives to OAKWX
OAKWX has 12.86% 1-year volatility. There are 71 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | OAKWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | OAKWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | OAKWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | OAKWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | OAKWX vs SGMAX |
Lowest Drawdown Alternatives to OAKWX
OAKWX has a 1-year max drawdown of -14.26%. There are 213 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OAKWX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OAKWX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OAKWX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OAKWX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OAKWX vs CSUAX |
Other Mutual Funds from Oakmark
The 10 most viewed Oakmark mutual funds shown here include OAKMX, OAKBX, OAKLX 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 | OAKWX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 21 | 2.54% | — | Oct 1995 | OAKWX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 20 | 4.46% | — | Nov 1996 | OAKWX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | 2.59% | — | Nov 2016 | OAKWX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 13 | 2.65% | — | Sep 1992 | OAKWX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 3 | -0.64% | — | Oct 1995 | OAKWX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 3.17% | — | Aug 1999 | OAKWX vs OAKGX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 15 | 2.56% | — | Nov 2016 | OAKWX vs OAYMX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | 2.63% | — | Dec 2020 | OAKWX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 33 | 0.37% | — | Oct 2020 | OAKWX vs OANCX |
Often Compared With OAKWX
Investors most often compare OAKWX with VGT, ^SP500TR, BRK-B. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OAKWX with Any Fund or Stock
Compare OAKWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKWX with funds that move differently
Oakmark Global Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKWX.
Explore OAKWX Diversifiers