Oakmark Mutual Fund Financials

OAYMX
 Fund
  

USD 105.59  0.54  0.51%   

Financial data analysis helps to confirm if markets are presently mispricing Oakmark Fund Advisor. We have collected data for eleven available financial ratios for Oakmark Fund Advisor, which can be compared to its competitors. Please employ Oakmark Fund Advisor ten year return to make a decision on whether Oakmark Fund is priced adequately. Use Oakmark Fund to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a moderate upward volatility. Check odds of Oakmark Fund to be traded at $116.15 in 90 days.
  
With this module, you can analyze Oakmark financials for your investing period. You should be able to track the changes in Oakmark Fund 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 Fund Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oakmark Fund's financial statements are interrelated, with each one affecting the others. For example, an increase in Oakmark Fund's assets may result in an increase in income on the income statement.
Chance Of Financial Distress
Less than 1
Oakmark Fund Advisor has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Oakmark Fund 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 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 Advisor. 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. .

Oakmark Fund Company Summary

Oakmark Fund competes with Coca Cola. 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.
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 Fund 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 Fund's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Oakmark Fund Key Financial Ratios

Generally speaking, Oakmark Fund's financial ratios allow both analysts and investors to convert raw data from Oakmark Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Oakmark Fund 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 Fund Advisor reports annually and quarterly.

Oakmark Financial Ratios 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 cash position weight among similar funds. It is number one fund in five year return among similar funds reporting about  0.63  of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Oakmark Fund Advisor is roughly  1.59 . 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.

Oakmark Fund Advisor Systematic Risk

Oakmark Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Fund 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Oakmark Fund Advisor correlated with the market. If Beta is less than 0 Oakmark Fund generally moves in the opposite direction as compared to the market. If Oakmark Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Fund Advisor is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Fund is generally in the same direction as the market. If Beta > 1 Oakmark Fund moves generally in the same direction as, but more than the movement of the benchmark.
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About Oakmark Fund Financials

What exactly are Oakmark Fund 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 Fund's income statement, its balance sheet, and the statement of cash flows. Potential Oakmark Fund investors and stakeholders use financial statements 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. 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 Fund 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 Fund Advisor is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 28.52 Billion. Oakmark Fund totals roughly 14.26 Billion in net asset claiming about 50% of funds under Large Value category.

Oakmark Fund August 10, 2022 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oakmark Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Fund Advisor. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Fund Advisor 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 Fund's daily price indicators and compare them against related drivers.
Information Ratio(0.032015)
Maximum Drawdown7.67
Value At Risk(3.72)
Potential Upside2.92
Please check Your Equity Center. Note that the Oakmark Fund Advisor 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 Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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When running Oakmark Fund Advisor 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.
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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.