Oakmark Select Fund Advisor Class (OAYLX) Alternatives
Oakmark Select Fund Advisor Class (OAYLX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OAYLX. 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 OAYLX
OAYLX charges 0.87% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among OAYLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | OAYLX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | OAYLX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | OAYLX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | OAYLX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | Jul 24, 2017 | OAYLX vs WBREOX |
Best Risk-Adjusted Alternatives to OAYLX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | OAYLX vs VPMAX | |
| First Eagle Overseas Fund Class I | 92 | — | OAYLX vs SGOIX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | OAYLX vs POGSX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | OAYLX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | OAYLX vs DFIEX |
Top Performing OAYLX Alternatives (YTD)
OAYLX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | OAYLX vs NWAUX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | OAYLX vs GQEIX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | OAYLX vs YFSIX | |
| Centre American Select Equity Fund | 7.48% | Dec 21, 2011 | OAYLX vs DHAMX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | OAYLX vs MUHLX |
Lowest Volatility Alternatives to OAYLX
OAYLX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | OAYLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | OAYLX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | OAYLX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | OAYLX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | OAYLX vs QUERX |
Lowest Drawdown Alternatives to OAYLX
OAYLX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | OAYLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | OAYLX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | OAYLX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | OAYLX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | OAYLX vs FNSTX |
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 | 23 | -2.47% | Aug 5, 1991 | OAYLX vs OAKMX | |
| Oakmark Select Fund | Large Cap Value Equities | 13 | -7.99% | Nov 1, 1996 | OAYLX vs OAKLX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 22 | -3.14% | Oct 31, 1995 | OAYLX vs OAKBX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 23 | -2.41% | Nov 30, 2016 | OAYLX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 34 | -6.43% | Sep 29, 1992 | OAYLX vs OAKIX | |
| Oakmark Global Fund | Global Equities | 20 | -5.60% | Aug 3, 1999 | OAYLX vs OAKGX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 17 | -8.12% | Oct 31, 1995 | OAYLX vs OAKEX | |
| Oakmark Global Select Fund | Global Equities | 5 | -10.09% | Oct 1, 2006 | OAYLX vs OAKWX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 74 | -0.21% | Oct 4, 2020 | OAYLX vs OANCX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 19 | -4.09% | Dec 15, 2020 | OAYLX vs OAZMX |
Often Compared With OAYLX
What investors most often compare with OAYLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | Large Cap Value Equities | 22 | 10.26% | May 1, 1997 | OAYLX vs YAFFX | |
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 59 | -4.34% | Sep 17, 2014 | OAYLX vs SSSYX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | OAYLX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 58 | -3.97% | May 31, 2001 | OAYLX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | OAYLX vs PAGDX | |
| Rock Oak Core Growth Fund | Large Cap Blend Equities | 77 | 6.05% | Dec 31, 2004 | OAYLX vs RCKSX | |
| iShares Total U.S. Stock Market Index Fund Class K | Large Cap Blend Equities | 42 | -6.70% | Aug 13, 2015 | OAYLX vs BKTSX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 59 | -3.97% | Apr 28, 2015 | OAYLX vs VSMPX |
Compare OAYLX with Any Fund or Stock
Compare OAYLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.