Oakmark Global Select Fund (OAKWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OAKWX
OAKWX charges 1.10% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among OAKWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | OAKWX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | OAKWX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | OAKWX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | OAKWX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | OAKWX vs VMNVX |
Best Risk-Adjusted Alternatives to OAKWX
Among mutual funds in the Global 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 Global Capital Cycles Fund | 97 | May 23, 1984 | OAKWX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | OAKWX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | OAKWX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | OAKWX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | OAKWX vs GLIFX |
Top Performing OAKWX Alternatives (YTD)
OAKWX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | OAKWX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | OAKWX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | OAKWX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | OAKWX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | OAKWX vs GQRIX |
Lowest Volatility Alternatives to OAKWX
OAKWX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | OAKWX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | OAKWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | OAKWX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | OAKWX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | OAKWX vs GLIFX |
Lowest Drawdown Alternatives to OAKWX
OAKWX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | OAKWX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | OAKWX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | OAKWX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | OAKWX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | OAKWX vs FGIAX |
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 | OAKWX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 11 | -9.39% | Nov 1, 1996 | OAKWX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 18 | -4.48% | Oct 31, 1995 | OAKWX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 20 | -4.10% | Nov 30, 2016 | OAKWX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | OAKWX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 15 | -7.78% | Aug 3, 1999 | OAKWX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 12 | -10.36% | Oct 31, 1995 | OAKWX vs OAKEX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OAKWX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OAKWX vs OAZMX | |
| Oakmark Fund Advisor Class | Large Cap Value Equities | 18 | -4.11% | Nov 30, 2016 | OAKWX vs OAYMX |
Often Compared With OAKWX
What investors most often compare with OAKWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | OAKWX vs VGT | |
| S&P 500 Total Return | 78 | -4.33% | — | OAKWX vs ^SP500TR | ||
| Berkshire Hathaway Inc. | 20 | -4.67% | — | OAKWX vs BRK-B | ||
| Oakmark Select Fund Advisor Class | Large Cap Blend Equities | 10 | -9.37% | Nov 30, 2016 | OAKWX vs OAYLX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | OAKWX vs FMIEX |
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