Oakmark Mutual Fund Quote

OAKLX -  USA Fund  

USD 54.98  1.13  2.10%

Market Performance
0 of 100
Odds Of Distress
Less than 7
Oakmark Select is trading at 54.98 as of the 24th of May 2022; that is 2.10 percent up since the beginning of the trading day. The fund's open price was 53.85. Oakmark Select has only a 7 % chance of going through financial distress over the next few years, but has generated negative returns over the last 90 days. Equity ratings for Oakmark Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2020 and ending today, the 24th of May 2022. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies. Oakmark Select is traded on NASDAQ Exchange in the United States. More on Oakmark Select

Oakmark Select 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 Select's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Select or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oakmark Select generated a negative expected return over the last 90 days
Oakmark Select generated five year return of 0.0%
This fund maintains about 8.17% of its assets in cash
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 Select's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate1st of November 1996
Oakmark Select [OAKLX] is traded in USA and was established 24th of May 2022. The fund is listed under Large Value category and is part of Oakmark family. Oakmark Select now has accumulated 5.67 B in assets with minimum initial investment of 0. , while the total return for the last 3 years was -4.05%.
Check Oakmark Select 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 Select , and the less return is expected.

Top Oakmark Select Constituents

Oakmark Select Target Price Odds Analysis

What are Oakmark Select's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oakmark Select jumping above the current price in 90 days from now is about 89.49%. The Oakmark Select probability density function shows the probability of Oakmark Select mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1625. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Oakmark Select will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Oakmark Select is significantly underperforming DOW.
  Odds Below 54.98HorizonTargetOdds Above 54.98
10.40%90 days
 54.98 
89.49%
Based on a normal probability distribution, the odds of Oakmark Select to move above the current price in 90 days from now is about 89.49 (This Oakmark Select probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .

Oakmark Select Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakmark Select market risk premium is the additional return an investor will receive from holding Oakmark Select 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 Select. 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 Select's alpha and beta are two of the key measurements used to evaluate Oakmark Select's performance over the market, the standard measures of volatility play an important role as well.

Oakmark Select Against Markets

Picking the right benchmark for Oakmark Select 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 Select 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 Select is critical whether you are bullish or bearish towards Oakmark Select 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 Select 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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Instant Ratings

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Investing Oakmark Select

You need to understand the risk of investing before taking a position in Oakmark Select. The danger of trading Oakmark Select 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 Select 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 Select. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Select 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 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 Transaction History module to view history of all your transactions and understand their impact on performance.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Select price analysis, check to measure Oakmark Select'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 Select is operating at the current time. Most of Oakmark Select's value examination focuses on studying past and present price action to predict the probability of Oakmark Select's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Select's price. Additionally, you may evaluate how the addition of Oakmark Select to your portfolios can decrease your overall portfolio volatility.
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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.