Oakmark Fund Financial Statements From 2010 to 2022

OAYMX
 Fund
  

USD 100.29  0.30  0.30%   

Oakmark Fund financial statements provide useful quarterly and yearly information to potential Oakmark Fund Advisor 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 Fund financial statements helps investors assess Oakmark Fund's valuation, profitability, and current liquidity needs.
Oakmark Fund Advisor does not presently have any trending fundamental ratios for analysis.
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Check Oakmark Fund 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 Fund Valuation or Volatility modules. It can also supplement various Oakmark Fund Technical models . Please check the analysis of Oakmark Fund Correlation against competitors.

Oakmark Cash Position Weight Analysis

Oakmark Fund's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current Oakmark Fund Cash Position Weight

    
  7.75 %  
Most of Oakmark Fund's fundamental indicators, such as Cash Position Weight, 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 Fund Advisor is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Compare to competition

Oakmark Fund Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Oakmark Fund Advisor has 7.75% in Cash Position Weight. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.

Oakmark Fund Advisor Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Fund's current stock value. Our valuation model uses many indicators to compare Oakmark Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Fund competition to find correlations between indicators driving Oakmark Fund's intrinsic value. More Info.
Oakmark Fund Advisor is number one fund in last dividend paid among similar funds. It is number one fund in cash position weight among similar funds creating about  32.29  of Cash Position Weight per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Fund'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 Fund's earnings, one of the primary drivers of an investment's value.

About Oakmark Fund Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oakmark Fund income statement, its balance sheet, and the statement of cash flows. Oakmark Fund investors use historical funamental indicators, such as Oakmark Fund's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oakmark Fund investors may use each financial statement separately, they are all related. The changes in Oakmark Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Fund'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 Fund Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oakmark Fund. Please read more on our technical analysis and fundamental analysis pages.
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.

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Our tools can tell you how much better you can do entering a position in Oakmark Fund without increasing your portfolio risk or giving up the 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 Fund Correlation against competitors. You can also try Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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Please note, there is a significant difference between Oakmark Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Fund'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.