Oakmark Mutual Fund Money Managers

OARMX
 Fund
  

USD 115.53  0.000001  0.00%   

Oakmark Fund Service is run by an experienced fund manager. A fund manager is in charge of implementing Oakmark Fund Service investing strategy and managing its portfolio trading activities. Break down of Oakmark Fund management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oakmark Fund Service future under-performance.
Please check Your Equity Center.
  
  William Nygren  Executive
Fund Manager

Oakmark Fund Net Asset Comparison

Oakmark Fund Service is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 36.16 Billion. Oakmark Fund totals roughly 18.08 Billion in net asset claiming about 50% of funds under Large Value category.

Oakmark Fund Stakeholder

William Nygren - Fund ManagerProfile

About Oakmark Fund Management Performance

The success or failure of an entity such as Oakmark Fund Service often depends on how effective the management is. Oakmark Fund management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oakmark management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oakmark management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Please read more on our stock advisor page.
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. Oakmark Fund is traded on NASDAQ Exchange in the United States.
The data published in Oakmark Fund's official financial statements usually reflect Oakmark Fund's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Oakmark Fund Service. For example, before you start analyzing numbers published by Oakmark accountants, it's critical to develop an understanding of what Oakmark Fund's liquidity, profitability, and earnings quality are in the context of the Oakmark space in which it operates.
Please note that past performance is not an indicator of the future performance of Oakmark Fund, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Please check Your Equity Center. Note that the Oakmark Fund Service information on this page should be used as a complementary analysis to other Oakmark Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Other Tools for Oakmark Mutual Fund

When running Oakmark Fund Service price analysis, check to measure Oakmark Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakmark Fund is operating at the current time. Most of Oakmark Fund's value examination focuses on studying past and present price action to predict the probability of Oakmark Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Fund's price. Additionally, you may evaluate how the addition of Oakmark Fund to your portfolios can decrease your overall portfolio volatility.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go