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OARLX Oakmark Select Service

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Fund OARLX Oakmark Select Service OAKLX Oakmark Select Investor POGSX Pin Oak Equity  
Similarity
?
100% 100% 92%
Annual Fees
?
$139.56
(1.32% Exp. Ratio)
$103.61
(0.98% Exp. Ratio)
$116.30
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$35,676.12 $39,554.05 $38,141.00
Est. savings over 30 yrs +$3,877.94 +$2,464.89
Return
As of 12/31/16
1 YR RETURN 14.96%
3 YR 8.33%
5 YR 16.00%
10 YR 7.20%
1 YR RETURN 15.31%
3 YR 8.66%
5 YR 16.35%
10 YR 7.50%
1 YR RETURN 19.25%
3 YR 10.78%
5 YR 17.00%
10 YR 11.26%
Description
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may also be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may also be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies that the Adviser believes possess prospects for growth that are underappreciated by the market. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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