Oakmark Select Financial Statements From 2010 to 2022

OAKLX
 Fund
  

USD 50.43  0.80  1.56%   

Oakmark Select financial statements provide useful quarterly and yearly information to potential Oakmark Select investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oakmark Select financial statements helps investors assess Oakmark Select's valuation, profitability, and current liquidity needs.
Oakmark Select does not presently have any trending fundamental ratios for analysis.
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Check Oakmark Select financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Select Valuation or Volatility modules. It can also supplement various Oakmark Select Technical models. Please check the analysis of Oakmark Select Correlation against competitors.

Oakmark Net Asset Analysis

Oakmark Select's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Net Asset 
 = 
Current Market Value 
Current Liabilities 
More About Net Asset | All Equity Analysis

Current Oakmark Select Net Asset

    
  5.12 B  
Most of Oakmark Select's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Compare to competition

Oakmark Select Net Asset Component Assessment

Based on the recorded statements, Oakmark Select has a Net Asset of 5.12 B. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The net asset for all United States funds is notably lower than that of the firm.

Oakmark Select Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Select's current stock value. Our valuation model uses many indicators to compare Oakmark Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Select competition to find correlations between indicators driving Oakmark Select's intrinsic value. More Info.
Oakmark Select is number one fund in last dividend paid among similar funds. It is number one fund in three year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Select by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Select's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark Select's earnings, one of the primary drivers of an investment's value.

About Oakmark Select Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oakmark Select income statement, its balance sheet, and the statement of cash flows. Oakmark Select investors use historical funamental indicators, such as Oakmark Select's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oakmark Select investors may use each financial statement separately, they are all related. The changes in Oakmark Select's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Select's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Oakmark Select Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oakmark Select. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of U.S. companies. Oakmark Select is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in Oakmark Select without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please check the analysis of Oakmark Select Correlation against competitors. Note that the Oakmark Select information on this page should be used as a complementary analysis to other Oakmark Select'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 Probability Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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When running Oakmark Select price analysis, check to measure Oakmark Select'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 Select is operating at the current time. Most of Oakmark Select's value examination focuses on studying past and present price action to predict the probability of Oakmark Select's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Select's price. Additionally, you may evaluate how the addition of Oakmark Select to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakmark Select's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Select value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Select's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.