Oakmark Mutual Fund Quote

OAZGX
 Fund
  

USD 28.84  0.24  0.83%   

Market Performance
0 of 100
Odds Of Distress
Less than 4
Oakmark Global is trading at 28.84 as of the 29th of June 2022; that is -0.83% down since the beginning of the trading day. The fund's open price was 29.08. Oakmark Global has only four percent chance of going through some form of financial distress over the next 2 years, but has generated negative returns over the last 90 days. Equity ratings for Oakmark Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of July 2021 and ending today, the 29th of June 2022. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. Oakmark Global is traded on NASDAQ Exchange in the United States. More on Oakmark Global

Moving together with Oakmark Global

0.97VFFSXVanguard 500 Index Low VolatilityPairCorr
0.93VFIAXVanguard 500 Index Low VolatilityPairCorr
0.9JPMJP Morgan Chase Financial Report 12th of July 2022 PairCorr
0.8CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr

Oakmark Global 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 Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Oakmark Global generated a negative expected return over the last 90 days
The fund maintains 97.89% 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 Global's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
Startdate30th of November 2016
Oakmark Global [OAZGX] is traded in USA and was established 29th of June 2022. The fund is listed under World Large-Stock Value category and is part of Oakmark family. Oakmark Global now has accumulated 1.63 B in assets with no minimum investment requirements
Check Oakmark Global 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 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakmark Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Oakmark Global Constituents

Oakmark Global Target Price Odds Analysis

What are Oakmark Global's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oakmark Global jumping above the current price in 90 days from now is about 86.12%. The Oakmark Global probability density function shows the probability of Oakmark Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakmark Global has a beta of -0.0059. This indicates as returns on benchmark increase, returns on holding Oakmark Global are expected to decrease at a much lower rate. During the bear market, however, Oakmark Global is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Oakmark Global is significantly underperforming DOW.
  Odds Below 28.84HorizonTargetOdds Above 28.84
13.75%90 days
 28.84 
86.12%
Based on a normal probability distribution, the odds of Oakmark Global to move above the current price in 90 days from now is about 86.12 (This Oakmark Global probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .

Oakmark Global Risk Profiles

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

Oakmark Global Against Markets

Picking the right benchmark for Oakmark Global 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 Global 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 Global is critical whether you are bullish or bearish towards Oakmark Global 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 Global 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.

Did you try this?

Run My Watchlist Analysis Now

   

My Watchlist Analysis

Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
All  Next Launch Module

Investing Oakmark Global

You need to understand the risk of investing before taking a position in Oakmark Global. The danger of trading Oakmark Global 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 Global 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 Global. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Global 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 Global information on this page should be used as a complementary analysis to other Oakmark Global'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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Global price analysis, check to measure Oakmark Global'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 Global is operating at the current time. Most of Oakmark Global's value examination focuses on studying past and present price action to predict the probability of Oakmark Global's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Global's price. Additionally, you may evaluate how the addition of Oakmark Global to your portfolios can decrease your overall portfolio volatility.
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Go
Shere Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
Please note, there is a significant difference between Oakmark Global's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Global value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Global'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.