Oakmark Bond Financial Statements From 2010 to 2022

OAZCX
 Fund
  

USD 8.74  0.04  0.46%   

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

Oakmark Cash Position Weight Analysis

Oakmark Bond'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 Bond Cash Position Weight

    
  5.01 %  
Most of Oakmark Bond'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 Bond 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 Bond Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Oakmark Bond has 5.01% in Cash Position Weight. This is much higher than that of the Oakmark family and significantly higher than that of the Family category. The cash position weight for all United States funds is notably lower than that of the firm.

Oakmark Bond Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Bond's current stock value. Our valuation model uses many indicators to compare Oakmark Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Bond competition to find correlations between indicators driving Oakmark Bond's intrinsic value. More Info.
Oakmark Bond is number one fund in last dividend paid among similar funds. It is regarded second largest fund in bond positions weight among similar funds creating about  311.50  of Bond Positions Weight per Last Dividend Paid. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Bond by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Bond'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 Bond's earnings, one of the primary drivers of an investment's value.

About Oakmark Bond Financial Statements

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

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oakmark Bond 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.

Did you try this?

Run Bond Directory Now

   

Bond Directory

Find actively traded corporate debentures issued by US companies
All  Next Launch Module

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oakmark Bond using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check the analysis of Oakmark Bond Correlation against competitors. Note that the Oakmark Bond information on this page should be used as a complementary analysis to other Oakmark Bond'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Bond price analysis, check to measure Oakmark Bond'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 Bond is operating at the current time. Most of Oakmark Bond's value examination focuses on studying past and present price action to predict the probability of Oakmark Bond's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Bond's price. Additionally, you may evaluate how the addition of Oakmark Bond to your portfolios can decrease your overall portfolio volatility.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Please note, there is a significant difference between Oakmark Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Bond value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Bond'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.