OAKWX : Oakmark Global Select Fund Investor Class

OAKWX is a Allocation Market Total World with HIGH fees.

OAKWX

Oakmark Global Select Fund Investor Class

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

Different Funds

We found 9,682 Allocation Total World funds. Here they are ordered by FI Score.

Compare OAKWX vs AHTFX

60% FI Score
  • ahtfx
  • Mutual Fund
  • Bond
  • High Yield Bond

American Funds American High-Income Trust® Class F-1

Expenses: 0.74% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare OAKWX vs AVLIX

60% FI Score
  • avlix
  • Mutual Fund
  • US Stocks
  • Large Value

American Century Value Fund I Class

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Compare OAKWX vs LSDIX

60% FI Score
  • lsdix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Loomis Sayles Intermediate Duration Bond Fund Y Class

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare OAKWX vs BEGIX

60% FI Score
  • begix
  • Mutual Fund
  • US Stocks
  • Large Value

Sterling Capital Equity Income Fund Institutional Shares

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Compare OAKWX vs BSIIX

60% FI Score
  • bsiix
  • Mutual Fund
  • Bond
  • High Yield Bond

BlackRock Strategic Income Opportunities Portfolio Institutional Shares

Expenses: 0.74% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare OAKWX vs PEMGX

60% FI Score
  • pemgx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Principal MidCap Fund Class A

Expenses: 0.98% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

Compare OAKWX vs PEYAX

60% FI Score
  • peyax
  • Mutual Fund
  • US Stocks
  • Large Value

Putnam Equity Income Fund Class A

Expenses: 0.91% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Compare OAKWX vs PFNIX

60% FI Score
  • pfnix
  • Mutual Fund
  • Bond
  • High Yield Bond

PIMCO Low Duration Income Fund I-3

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare OAKWX vs CFA

60% FI Score
  • cfa
  • ETF
  • US Stocks
  • Large Blend

VictoryShares US 500 Volatility Wtd ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare OAKWX vs CGBIX

60% FI Score
  • cgbix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Calvert Green Bond Fund Class I

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare OAKWX vs PHNNX

60% FI Score
  • phnnx
  • Mutual Fund
  • Bond
  • High Yield Bond

PIMCO High Yield Fund I-3

Expenses: 0.72% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare OAKWX vs MRIGX

60% FI Score
  • mrigx
  • Mutual Fund
  • US Stocks
  • Small Growth

Meridian Growth Fund® Investor Class

Expenses: 0.87% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

Compare OAKWX vs ACIZX

60% FI Score
  • acizx
  • Mutual Fund
  • US Stocks
  • Large Growth

Alger Capital Appreciation Institutional Fund Class Z-2

Expenses: 0.83% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Compare OAKWX vs FTRGX

60% FI Score
  • ftrgx
  • Mutual Fund
  • Bond
  • Government Bond

Federated Total Return Government Bond Fund Institutional Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare OAKWX vs EEMA

60% FI Score
  • eema
  • ETF
  • International Stocks
  • Asia/Pacific ex-Japan Stock

iShares MSCI Emerging Markets Asia ETF

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Asia/Pacific ex-Japan Stock International Stocks fund. See why »

Compare OAKWX vs BSCR

60% FI Score
  • bscr
  • ETF
  • Bond
  • High Yield Bond

Invesco BulletShares 2027 Corporate Bond ETF

Expenses: 0.10% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare OAKWX vs CXSE

60% FI Score
  • cxse
  • ETF
  • International Stocks
  • China Stock

WisdomTree China ex-State-Owned Enterprises Fund

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a China Stock International Stocks fund. See why »

Compare OAKWX vs FLCH

60% FI Score
  • flch
  • ETF
  • International Stocks
  • China Stock

Franklin FTSE China ETF

Expenses: 0.19% (Better than 1% of similar funds)

This is an OK choice for a China Stock International Stocks fund. See why »

Compare OAKWX vs CFO

60% FI Score
  • cfo
  • ETF
  • US Stocks
  • Large Blend

VictoryShares US 500 Enhanced Volatility Wtd ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare OAKWX vs LMGNX

60% FI Score
  • lmgnx
  • Mutual Fund
  • International Stocks
  • Large Growth

ClearBridge International Growth Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is an OK choice for a Large Growth International Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo