Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAZLX
 Fund
  

USD 51.74  1.32  2.62%   

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Oakmark Select is 'Not Rated'. Macroaxis provides Oakmark Select buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAZLX positions. The advice algorithm takes into account all of Oakmark Select's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oakmark Select's buy-and-hold perspective. Please check Oakmark Select 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 Select.

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

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark SelectBuy Oakmark Select
Strong Sell

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Select has a Mean Deviation of 1.45, Standard Deviation of 1.89 and Variance of 3.56
Our recommendation tool can be used to complement Oakmark Select trade recommendations provided by experts. It analyzes the entity's potential to grow against your specific risk preferences and investment horizon. Please check Oakmark Select total asset to decide if your Oakmark Select buy or sell deciscion is justified.

Oakmark Select Trading Alerts and Improvement Suggestions

Oakmark Select generated a negative expected return over the last 90 days
Oakmark Select is unlikely to experience financial distress in the next 2 years
The fund maintains about 8.17% of its assets in cash

Oakmark Select Returns Distribution Density

The distribution of Oakmark Select's historical returns is an attempt to chart the future uncertainty of Oakmark Select's future price movements. The chart of the probability distribution of Oakmark Select stock daily returns describes the distribution of returns around its average expected value. We use Oakmark Select price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Select returns is essential to provide solid investment advice for Oakmark Select stock.
Mean Return-0.23Value At Risk-3.46
Potential Upside2.88Standard Deviation1.89
 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 Select 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 Select 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 Select 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 Select 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
-0.25
β
Beta against DOW-0.06
σ
Overall volatility
1.96
Ir
Information ratio -0.02

Oakmark Select Volatility Alert

Oakmark Select exhibits very low volatility with skewness of -0.21 and kurtosis of -0.08. However, we advise investors to further study Oakmark Select 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 Select'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 Select'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 Select Implied Volatility

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

Oakmark Select Fundamentals Vs Peers

Comparing Oakmark Select'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 Select's direct or indirect competition across all of the common fundamentals between Oakmark Select and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Select or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Select's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Select by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Select to competition
FundamentalsOakmark SelectPeer Average
Net Asset5.67 B4.11 B
Cash Position Weight8.17 %10.61 %
Equity Positions Weight91.83 %63.90 %

About Oakmark Select Buy or Sell Advice

When is the right time to buy or sell Oakmark Select? 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 Select 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 Select 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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Run Latest Losers Thematic Idea Now

Latest Losers
Latest Losers Theme
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 78 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 Latest Losers Theme or any other thematic opportunities.
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Please check Oakmark Select 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 Select information on this page should be used as a complementary analysis to other Oakmark Select'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 Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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