Oakmark Mutual Fund Quote

OAZMX
 Fund
  

USD 98.04  1.27  1.28%   

Market Performance
0 of 100
Odds Of Distress
Less than 2
Oakmark Fund is trading at 98.04 as of the 28th of June 2022; that is -1.28 percent down since the beginning of the trading day. The fund's open price was 99.31. Oakmark Fund 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 Fund R6 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of April 2022 and ending today, the 28th of June 2022. Click here to learn more.
The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. More on Oakmark Fund R6

Moving together with Oakmark Fund

0.82MSFTMicrosoft Corp Fiscal Year End 26th of July 2022 PairCorr
0.81CSCOCisco Systems Fiscal Year End 17th of August 2022 PairCorr
0.78HDHome Depot TrendingPairCorr
0.84JPMJP Morgan Chase Financial Report 12th of July 2022 PairCorr

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.
Oakmark Fund R6 generated a negative expected return over the last 90 days
Oakmark Fund R6 is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.41% 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 Fund's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Startdate21st of March 2000
Oakmark Fund R6 [OAZMX] is traded in USA and was established 28th of June 2022. The fund is listed under Large Value category and is part of Oakmark family. Oakmark Fund R6 now has accumulated 18.08 B in assets with no minimum investment requirements
Check Oakmark Fund 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 Fund R6 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 Fund R6 Constituents

Oakmark Fund Target Price Odds Analysis

What are Oakmark Fund's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Oakmark Fund jumping above the current price in 90 days from now is more than 94.0%. The Oakmark Fund R6 probability density function shows the probability of Oakmark Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakmark Fund R6 has a beta of -0.0956. This indicates as returns on benchmark increase, returns on holding Oakmark Fund are expected to decrease at a much lower rate. During the bear market, however, Oakmark Fund R6 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 Fund R6 is significantly underperforming DOW.
  Odds Below 98.04HorizonTargetOdds Above 98.04
6.16%90 days
 98.04 
93.77%
Based on a normal probability distribution, the odds of Oakmark Fund to move above the current price in 90 days from now is more than 94.0 (This Oakmark Fund R6 probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .

Oakmark Fund R6 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 R6 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 Fund 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 Fund R6

You need to understand the risk of investing before taking a position in Oakmark Fund. The danger of trading Oakmark Fund R6 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 R6 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 R6 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

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When running Oakmark Fund R6 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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Please note, there is a significant difference between Oakmark Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Fund'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.