Oakmark Mutual Fund Quote

OAKEX -  USA Fund  

USD 16.27  0.09  0.56%

Market Performance
0 of 100
Odds Of Distress
Less than 47
Oakmark International is trading at 16.27 as of the 22nd of May 2022; that is 0.56% increase since the beginning of the trading day. The fund's open price was 16.18. Oakmark International has 47 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Oakmark International Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of January 2022 and ending today, the 22nd of May 2022. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. Oakmark International is traded on NASDAQ Exchange in the United States. More on Oakmark International Small

Oakmark International Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Oakmark International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oakmark International generated a negative expected return over the last 90 days
Oakmark International generated five year return of -2.0%
This fund maintains 97.68% of its assets in stocks
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Oakmark International's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate11th of May 2011
Oakmark International Small [OAKEX] is traded in USA and was established 22nd of May 2022. The fund is listed under Foreign Small/Mid Value category and is part of Oakmark family. Oakmark International now has accumulated 1.68 B in assets with minimum initial investment of 0. , while the total return for the last 3 years was -6.48%.
Check Oakmark International Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oakmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oakmark International , and the less return is expected.

Top Oakmark International Small Constituents

Oakmark International Target Price Odds Analysis

What are Oakmark International's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oakmark International jumping above the current price in 90 days from now is about 82.98%. The Oakmark International Small probability density function shows the probability of Oakmark International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakmark International has a beta of 0.8622. This indicates Oakmark International Small market returns are sensitive to returns on the market. As the market goes up or down, Oakmark International is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Oakmark International is significantly underperforming DOW.
  Odds Below 16.27HorizonTargetOdds Above 16.27
16.87%90 days
 16.27 
82.98%
Based on a normal probability distribution, the odds of Oakmark International to move above the current price in 90 days from now is about 82.98 (This Oakmark International Small probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .

Oakmark International Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakmark International market risk premium is the additional return an investor will receive from holding Oakmark International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oakmark International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oakmark International's alpha and beta are two of the key measurements used to evaluate Oakmark International's performance over the market, the standard measures of volatility play an important role as well.

Oakmark International Against Markets

Picking the right benchmark for Oakmark International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oakmark International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oakmark International is critical whether you are bullish or bearish towards Oakmark International Small at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Oakmark International 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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Risk-Return Analysis

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Investing Oakmark International Small

You need to understand the risk of investing before taking a position in Oakmark International. The danger of trading Oakmark International Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oakmark International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oakmark International. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Your Equity Center. Note that the Oakmark International information on this page should be used as a complementary analysis to other Oakmark International'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.

Complementary Tools for Oakmark Mutual Fund analysis

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