Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAYIX
 Fund
  

USD 22.77  0.16  0.71%   

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

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark InternationalBuy Oakmark International
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark International has a Risk Adjusted Performance of (0.16), Jensen Alpha of (0.012671), Total Risk Alpha of 0.0276 and Treynor Ratio of (0.21)
Our recommendation module complements current analysts and expert consensus on Oakmark International. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please employ Oakmark International three year return and equity positions weight to make buy, hold, or sell decision on Oakmark International.

Oakmark International Trading Alerts and Improvement Suggestions

Oakmark International generated a negative expected return over the last 90 days
Oakmark International generated five year return of -3.0%
This fund maintains 97.07% of its assets in stocks

Oakmark International Returns Distribution Density

The distribution of Oakmark International's historical returns is an attempt to chart the future uncertainty of Oakmark International's future price movements. The chart of the probability distribution of Oakmark International stock daily returns describes the distribution of returns around its average expected value. We use Oakmark International price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark International returns is essential to provide solid investment advice for Oakmark International stock.
Mean Return-0.18Value At Risk-2.92
Potential Upside2.23Standard Deviation1.62
 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 International 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 International 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 International 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 International 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
-0.01
β
Beta against DOW0.94
σ
Overall volatility
1.58
Ir
Information ratio -0.0002

Oakmark International Volatility Alert

Oakmark International exhibits very low volatility with skewness of -0.19 and kurtosis of -0.44. However, we advise investors to further study Oakmark International 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 International'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 International'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 International Implied Volatility

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

Oakmark International Fundamentals Vs Peers

Comparing Oakmark International'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 International's direct or indirect competition across all of the common fundamentals between Oakmark International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark International by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark International to competition
FundamentalsOakmark InternationalPeer Average
Price to Earning1.56 X6.53 X
One Year Return(14.09) %4.15 %
Three Year Return(8.20) %3.60 %
Five Year Return(2.95) %3.24 %
Ten Year Return4.42 %1.79 %
Net Asset28.08 B4.11 B
Last Dividend Paid0.120.65
Cash Position Weight2.93 %10.61 %
Equity Positions Weight97.07 %63.90 %

Oakmark International Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oakmark . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power9223.4 B
Rate Of Daily Change1.01
Day Median Price22.77
Day Typical Price22.77
Price Action Indicator0.08

About Oakmark International Buy or Sell Advice

When is the right time to buy or sell Oakmark International? 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 International 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 International 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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Tech Growth Theme
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 65 constituents.
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Please check Oakmark International 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 International information on this page should be used as a complementary analysis to other Oakmark International'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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

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