Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAZGX
 Fund
  

USD 28.04  0.50  1.75%   

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

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark GlobalBuy Oakmark Global
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Global has a Risk Adjusted Performance of (0.19), Jensen Alpha of (0.026472), Total Risk Alpha of (0.005448) and Treynor Ratio of (0.22)
Our recommendation module complements current analysts and expert consensus on Oakmark Global. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please check Oakmark Global total asset to decide if your Oakmark Global buy or sell deciscion is justified.

Oakmark Global Trading Alerts and Improvement Suggestions

Oakmark Global generated a negative expected return over the last 90 days
The fund maintains 97.89% of its assets in stocks

Oakmark Global Returns Distribution Density

The distribution of Oakmark Global's historical returns is an attempt to chart the future uncertainty of Oakmark Global's future price movements. The chart of the probability distribution of Oakmark Global stock daily returns describes the distribution of returns around its average expected value. We use Oakmark Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Global returns is essential to provide solid investment advice for Oakmark Global stock.
Mean Return-0.24Value At Risk-3.36
Potential Upside2.60Standard Deviation1.77
 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 Global 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 Global 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 Global 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 Global 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
-0.03
β
Beta against DOW1.14
σ
Overall volatility
1.77
Ir
Information ratio -0.03

Oakmark Global Volatility Alert

Oakmark Global exhibits very low volatility with skewness of -0.25 and kurtosis of -0.31. However, we advise investors to further study Oakmark Global 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 Global'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 Global'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 Global Implied Volatility

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

Oakmark Global Fundamentals Vs Peers

Comparing Oakmark Global'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 Global's direct or indirect competition across all of the common fundamentals between Oakmark Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Global to competition
FundamentalsOakmark GlobalPeer Average
Net Asset1.63 B4.11 B
Cash Position Weight2.11 %10.61 %
Equity Positions Weight97.89 %63.90 %

About Oakmark Global Buy or Sell Advice

When is the right time to buy or sell Oakmark Global? 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 Global 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 Global 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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Recycling
Recycling Theme
West management companies as well as entities specializing in pollution control and recycling. The Recycling theme has 30 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 Recycling Theme or any other thematic opportunities.
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Please check Oakmark Global 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 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 Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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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.