Oakmark Mutual Fund Financials

OAKLX
 Fund
  

USD 51.50  0.27  0.53%   

Financial data analysis helps to confirm if markets are presently mispricing Oakmark Select. We were able to break down and interpolate fourteen available financial ratios for Oakmark Select, which can be compared to its competitors. Use Oakmark Select one year return and cash position weight to make sure your decision on pricing Oakmark Select is adequate. Use Oakmark Select to enhance the returns of your portfolios. The fund experiences a moderate upward volatility. Check odds of Oakmark Select to be traded at $56.65 in 90 days.
  
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With this module, you can analyze Oakmark financials for your investing period. You should be able to track the changes in Oakmark Select individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past Oakmark Select Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oakmark Select's financial statements are interrelated, with each one affecting the others. For example, an increase in Oakmark Select's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 7
Oakmark Select has less than 7 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Oakmark Select mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Oakmark Select's official financial statements usually reflect Oakmark Select'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 Select. For example, before you start analyzing numbers published by Oakmark accountants, it's critical to develop an understanding of what Oakmark Select'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 Select, 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. .

Oakmark Select Company Summary

Oakmark Select competes with Johnson Johnson. The fund invests primarily in common stocks of U.S. companies. Oakmark Select is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressHarris Associates LP
Mutual Fund FamilyOakmark
Mutual Fund CategoryLarge Value
BenchmarkDOW
Phone800 625 6275
CurrencyUSD - US Dollar
You should never invest in Oakmark Select without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Oakmark Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Oakmark Select's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Oakmark Select Key Financial Ratios

Generally speaking, Oakmark Select's financial ratios allow both analysts and investors to convert raw data from Oakmark Select's financial statements into concise, actionable information that can be used to evaluate the performance of Oakmark Select over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Oakmark Select reports annually and quarterly.

Oakmark Financial Ratios 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 price to book among similar funds. It is number one fund in net asset among similar funds making up about  3,303,225,806  of Net Asset per Price to Book. . 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.

Oakmark Select Systematic Risk

Oakmark Select's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Select volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was nineteen with a total number of output elements of fourty-two. The Beta measures systematic risk based on how returns on Oakmark Select correlated with the market. If Beta is less than 0 Oakmark Select generally moves in the opposite direction as compared to the market. If Oakmark Select Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Select is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Select is generally in the same direction as the market. If Beta > 1 Oakmark Select moves generally in the same direction as, but more than the movement of the benchmark.
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About Oakmark Select Financials

What exactly are Oakmark Select Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Oakmark Select's income statement, its balance sheet, and the statement of cash flows. Potential Oakmark Select investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Oakmark Select is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Oakmark grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Oakmark Select is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 10.24 Billion. Oakmark Select totals roughly 5.12 Billion in net asset claiming about 50% of funds under Large Value category.

Oakmark Select July 5, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oakmark Select help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Select. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Select based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Select's daily price indicators and compare them against related drivers.
Information Ratio(0.048443)
Maximum Drawdown8.32
Value At Risk(3.46)
Potential Upside2.9
Please check Your Equity Center. 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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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.