Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAYCX
 Fund
  

USD 8.91  0.02  0.22%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oakmark Bond is 'Cautious Hold'. Macroaxis provides Oakmark Bond buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAYCX positions. The advice algorithm takes into account all of Oakmark Bond's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oakmark Bond's buy-and-hold perspective. Please check Oakmark Bond 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 Bond.

Execute Oakmark Bond 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 Bond. Macroaxis does not own or have any residual interests in Oakmark Bond or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakmark Bond's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark BondBuy Oakmark Bond
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Bond has a Mean Deviation of 0.2801, Standard Deviation of 0.3686 and Variance of 0.1359
We provide trade recommendations to complement the recent expert consensus on Oakmark Bond. Our dynamic recommendation engine exercises a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. Please employ Oakmark Bond total asset and bond positions weight to make buy, hold, or sell decision on Oakmark Bond.

Oakmark Bond Trading Alerts and Improvement Suggestions

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

Oakmark Bond Returns Distribution Density

The distribution of Oakmark Bond's historical returns is an attempt to chart the future uncertainty of Oakmark Bond's future price movements. The chart of the probability distribution of Oakmark Bond stock daily returns describes the distribution of returns around its average expected value. We use Oakmark Bond price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Bond returns is essential to provide solid investment advice for Oakmark Bond stock.
Mean Return-0.08Value At Risk-0.54
Potential Upside0.43Standard Deviation0.37
 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 Bond 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 Bond 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 Bond 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 Bond 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
-0.09
β
Beta against DOW0.0346
σ
Overall volatility
0.37
Ir
Information ratio 0.27

Oakmark Bond Volatility Alert

Oakmark Bond exhibits very low volatility with skewness of -0.83 and kurtosis of 2.86. However, we advise investors to further study Oakmark Bond 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 Bond'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 Bond'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 Bond Implied Volatility

Oakmark Bond's implied volatility exposes the market's sentiment of Oakmark Bond stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oakmark Bond'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 Bond stock will not fluctuate a lot when Oakmark Bond's options are near their expiration.

Oakmark Bond Fundamentals Vs Peers

Comparing Oakmark Bond'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 Bond's direct or indirect competition across all of the common fundamentals between Oakmark Bond and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Bond or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Bond's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Bond by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Bond to competition
FundamentalsOakmark BondPeer Average
Net Asset97.13 M4.11 B
Minimum Initial Investment100 K976.16 K
Last Dividend Paid0.010.65
Cash Position Weight5.44 %10.61 %
Equity Positions Weight0.39 %63.90 %
Bond Positions Weight92.36 %11.24 %

About Oakmark Bond Buy or Sell Advice

When is the right time to buy or sell Oakmark Bond? 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 Bond 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.

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In addition to having Oakmark Bond 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.

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Please check Oakmark Bond 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 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 Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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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.