Oakmark Mutual Fund Quote

Oakmark Fund Service is currently unavailable and cannot be used in your analysis. The information on this page reflects the last day Oakmark Fund was actively traded.

Oakmark Fund 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 Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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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 Fund's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedOvervalued
Beta In Three Year1.3
Startdate21st of March 2000
Oakmark Fund Service [OARMX] is traded in USA and was established 1st of July 2022. The fund is listed under Large Value category and is part of Oakmark family. Oakmark Fund Service now has accumulated 18.08 B in assets with no minimum investment requirements, while the total return for the last 3 years was 1.98%.
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Oakmark Fund Service Risk Profiles

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

Oakmark Fund Against Markets

Picking the right benchmark for Oakmark Fund 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 Fund 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 Fund is critical whether you are bullish or bearish towards Oakmark Fund Service at a given time.

View Currently Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Oakmark Fund mutual fund to make a market-neutral strategy. Peer analysis of Oakmark Fund could also be used in its relative valuation, which is a method of valuing Oakmark Fund by comparing valuation metrics with similar companies.

Investing Oakmark Fund Service

You need to understand the risk of investing before taking a position in Oakmark Fund. The danger of trading Oakmark Fund Service 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 Fund 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 Fund. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Fund Service 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 Fund Service 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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

Other Tools for Oakmark Mutual Fund

When running Oakmark Fund Service 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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