Oakmark Mutual Fund Buy Hold or Sell Recommendation

OAZMX -  USA Fund  

USD 96.14  0.12  0.12%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oakmark Fund R6 is 'Not Rated'. Macroaxis provides Oakmark Fund buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAZMX positions. The advice algorithm takes into account all of Oakmark Fund's available fundamental, technical, and predictive indicators you will find on this site.
  
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The advice is provided from Oakmark Fund's buy-and-hold perspective. Please check Oakmark Fund 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 Fund R6.

Execute Oakmark Fund 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 Fund R6. Macroaxis does not own or have any residual interests in Oakmark Fund R6 or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakmark Fund's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark FundBuy Oakmark Fund
Strong Sell

Volatility

Out of controlDetails

Hype Condition

Under hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Fund R6 has a Mean Deviation of 1.21, Standard Deviation of 1.58 and Variance of 2.49
Macroaxis provides advice on Oakmark Fund R6 to complement and cross-verify current analyst consensus on Oakmark Fund R6. Our recommendation engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Please check Oakmark Fund R6 total asset to decide if your Oakmark Fund R6 buy or sell deciscion is justified.

Oakmark Fund Trading Alerts and Improvement Suggestions

Oakmark Fund R6 generated a negative expected return over the last 90 days
Oakmark Fund R6 is unlikely to experience financial distress in the next 2 years
The fund maintains about 6.41% of its assets in cash

Oakmark Fund Returns Distribution Density

The distribution of Oakmark Fund's historical returns is an attempt to chart the future uncertainty of Oakmark Fund's future price movements. The chart of the probability distribution of Oakmark Fund stock daily returns describes the distribution of returns around its average expected value. We use Oakmark Fund R6 price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Fund returns is essential to provide solid investment advice for Oakmark Fund stock.
Mean Return-0.15Value At Risk-3.18
Potential Upside2.41Standard Deviation1.58
 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 Fund 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 Fund 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 Fund 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 Fund 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
-0.15
β
Beta against DOW0.08
σ
Overall volatility
1.59
Ir
Information ratio -0.03

Oakmark Fund Volatility Alert

Oakmark Fund R6 exhibits very low volatility with skewness of -0.46 and kurtosis of 0.27. However, we advise investors to further study Oakmark Fund R6 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 Fund'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 Fund'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 Fund Implied Volatility

Oakmark Fund's implied volatility exposes the market's sentiment of Oakmark Fund R6 stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Oakmark Fund'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 Fund stock will not fluctuate a lot when Oakmark Fund's options are near their expiration.

Oakmark Fund Fundamentals Vs Peers

Comparing Oakmark Fund'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 Fund's direct or indirect competition across all of the common fundamentals between Oakmark Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Fund by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Fund to competition
FundamentalsOakmark FundPeer Average
Net Asset18.08 B4.11 B
Cash Position Weight6.41 %10.61 %
Equity Positions Weight93.60 %63.90 %

About Oakmark Fund Buy or Sell Advice

When is the right time to buy or sell Oakmark Fund R6? 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 Fund 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 Fund 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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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 Driverless Cars Theme or any other thematic opportunities.
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Please check Oakmark Fund 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 Fund R6 information on this page should be used as a complementary analysis to other Oakmark Fund'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 Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

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