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 a closer substitute for your current allocation.
Cheapest Alternatives to OAYLX
OAYLX charges 0.87% annually. There are 259 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | OAYLX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | OAYLX vs WBREOX |
Best Risk-Adjusted Alternatives to OAYLX
OAYLX has a PortfoliosLab risk / return rank of 14. There are 356 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | OAYLX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | OAYLX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | OAYLX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | OAYLX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | OAYLX vs GTLOX |
Top Performing OAYLX Alternatives (YTD)
OAYLX is at -0.10% YTD. There are 376 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | OAYLX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | OAYLX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | OAYLX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | OAYLX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | OAYLX vs IGIAX |
Lowest Volatility Alternatives to OAYLX
OAYLX has 14.74% 1-year volatility. There are 363 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | OAYLX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | OAYLX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | OAYLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | OAYLX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | OAYLX vs FULVX |
Lowest Drawdown Alternatives to OAYLX
OAYLX has a 1-year max drawdown of -12.47%. There are 357 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | OAYLX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | OAYLX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | OAYLX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | OAYLX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | OAYLX vs QUERX |
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 | 15 | -0.93% | — | Aug 1991 | OAYLX vs OAKMX | |
| Oakmark Equity and Income Fund | Diversified Portfolio | 19 | 0.78% | — | Oct 1995 | OAYLX vs OAKBX | |
| Oakmark Select Fund | Large Cap Value Equities | 14 | -0.14% | — | Nov 1996 | OAYLX vs OAKLX | |
| Oakmark Fund Institutional Class | Large Cap Value Equities | 16 | -0.83% | — | Nov 2016 | OAYLX vs OANMX | |
| Oakmark International Fund | Foreign Large Cap Equities | 12 | 1.69% | — | Sep 1992 | OAYLX vs OAKIX | |
| Oakmark International Small Cap Fund | Foreign Small & Mid Cap Equities | 5 | 0.55% | — | Oct 1995 | OAYLX vs OAKEX | |
| Oakmark Global Fund | Global Equities | 18 | 2.87% | — | Aug 1999 | OAYLX vs OAKGX | |
| Oakmark Global Select Fund | Global Equities | 5 | -4.06% | — | Oct 2006 | OAYLX vs OAKWX | |
| Oakmark Fund R6 Class | Large Cap Value Equities | 16 | -0.81% | — | Dec 2020 | OAYLX vs OAZMX | |
| Oakmark Bond Fund | Intermediate Core-Plus Bond | 39 | 0.79% | — | Oct 2020 | OAYLX vs OANCX |
Often Compared With OAYLX
Investors most often compare OAYLX with YAFFX, FNSTX, BKTSX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OAYLX with Any Fund or Stock
Compare OAYLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAYLX with funds that move differently
Oakmark Select Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAYLX.
Explore OAYLX Diversifiers