Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAKBX -  USA Fund  

USD 30.75  0.34  1.12%

Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Oakmark Equity And is 'Hold'. Macroaxis provides Oakmark Equity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAKBX positions. The advice algorithm takes into account all of Oakmark Equity's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oakmark Equity's buy-and-hold perspective. Please check Oakmark Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Oakmark and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Oakmark Equity And.

Execute Oakmark Equity Buy or Sell Advice

The Oakmark recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oakmark Equity And. Macroaxis does not own or have any residual interests in Oakmark Equity And or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakmark Equity's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark EquityBuy Oakmark Equity
Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Equity And has a Risk Adjusted Performance of (0.17), Jensen Alpha of (0.06), Total Risk Alpha of (0.05) and Treynor Ratio of (0.19)
Our advice module can be used to complement Oakmark Equity recommendation provided by average analyst sentiment. It analyzes the entity's potential to grow using fundamental, technical, data market data available at the time. Use Oakmark Equity And one year return and last dividend paid to ensure your buy or sell decision on Oakmark Equity And is adequate.

Oakmark Equity Trading Alerts and Improvement Suggestions

Oakmark Equity And generated a negative expected return over the last 90 days
Oakmark Equity And is unlikely to experience financial distress in the next 2 years
The fund maintains about 7.75% of its assets in cash

Oakmark Equity Returns Distribution Density

The distribution of Oakmark Equity's historical returns is an attempt to chart the future uncertainty of Oakmark Equity's future price movements. The chart of the probability distribution of Oakmark Equity stock daily returns describes the distribution of returns around its average expected value. We use Oakmark Equity And price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Equity returns is essential to provide solid investment advice for Oakmark Equity stock.
Mean Return-0.13Value At Risk-2.18
Potential Upside1.57Standard Deviation1.03
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oakmark Equity historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oakmark Equity Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oakmark Equity or Oakmark sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oakmark Equity stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oakmark stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.06
β
Beta against DOW0.71
σ
Overall volatility
1.04
Ir
Information ratio -0.02

Oakmark Equity Volatility Alert

Oakmark Equity And exhibits very low volatility with skewness of -0.18 and kurtosis of -0.09. However, we advise investors to further study Oakmark Equity And technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakmark Equity's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oakmark Equity's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Oakmark Equity Implied Volatility

Oakmark Equity's implied volatility exposes the market's sentiment of Oakmark Equity And stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oakmark Equity's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Oakmark Equity stock will not fluctuate a lot when Oakmark Equity's options are near their expiration.

Oakmark Equity Fundamentals Vs Peers

Comparing Oakmark Equity's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oakmark Equity's direct or indirect competition across all of the common fundamentals between Oakmark Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Equity to competition
FundamentalsOakmark EquityPeer Average
Price to Earning14.14 X6.53 X
Price to Book1.82 X0.74 X
Price to Sales1.16 X0.61 X
One Year Return(1.09) %4.15 %
Three Year Return2.07 %3.60 %
Five Year Return2.73 %3.24 %
Ten Year Return6.49 %1.79 %
Net Asset8 B4.11 B
Last Dividend Paid0.350.65
Cash Position Weight7.75 %10.61 %
Equity Positions Weight61.20 %63.90 %
Bond Positions Weight1.59 %11.24 %

About Oakmark Equity Buy or Sell Advice

When is the right time to buy or sell Oakmark Equity And? Buying financial instruments such as Oakmark Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Oakmark Equity investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Oakmark Equity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Investor Favorites Thematic Idea Now

Investor Favorites
Investor Favorites Theme
Macroaxis most traded equities with largest long positions over the last 2 years. The Investor Favorites theme has 21 constituents.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investor Favorites Theme or any other thematic opportunities.
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Please check Oakmark Equity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Oakmark Equity And information on this page should be used as a complementary analysis to other Oakmark Equity'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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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