Oakmark Mutual Fund Quote

OAYCX
 Fund
  

USD 8.91  0.01  0.11%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Oakmark Bond is trading at 8.91 as of the 1st of July 2022; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 8.92. Oakmark Bond has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Oakmark Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2022 and ending today, the 1st of July 2022. Click here to learn more.
The investment seeks to maximize both current income and total return, consistent with prudent investment and principal protection management. Oakmark Bond is traded on NASDAQ Exchange in the United States. More on Oakmark Bond

Moving together with Oakmark Bond

0.94VFFSXVanguard 500 Index Low VolatilityPairCorr
0.94VFIAXVanguard 500 Index Low VolatilityPairCorr
0.94VFINXVanguard Index Trust Low VolatilityPairCorr
0.86CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr

Oakmark Bond 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 Bond's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Bond or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oakmark Bond generated a negative expected return over the last 90 days
Oakmark Bond is unlikely to experience financial distress in the next 2 years
The fund maintains about 5.44% 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 Bond's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Startdate10th of June 2020
Oakmark Bond [OAYCX] is traded in USA and was established 1st of July 2022. The fund is listed under Intermediate Core-Plus Bond category and is part of Oakmark family. Oakmark Bond now has accumulated 97.13 M in assets with minimum initial investment of 100 K.
Check Oakmark Bond Probability Of Bankruptcy

Instrument Allocation

Oakmark Bond Risk Profiles

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

Oakmark Bond Against Markets

Picking the right benchmark for Oakmark Bond 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 Bond 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 Bond is critical whether you are bullish or bearish towards Oakmark Bond 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 Bond 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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Investing Oakmark Bond

You need to understand the risk of investing before taking a position in Oakmark Bond. The danger of trading Oakmark Bond 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 Bond 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 Bond. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Bond 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 Bond information on this page should be used as a complementary analysis to other Oakmark Bond'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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

Complementary Tools for Oakmark Mutual Fund analysis

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