Oakmark Fundamentals

OARLX
 Fund
  

USD 61.34  0.00  0.00%   

Oakmark Select fundamentals help investors to digest information that contributes to Oakmark Select's financial success or failures. It also enables traders to predict the movement of Oakmark Mutual Fund. The fundamental analysis module provides a way to measure Oakmark Select's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oakmark Select mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Oakmark One Year Return Analysis

Oakmark Select's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Oakmark Select One Year Return

    
  (5.32) %  
Most of Oakmark Select's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Oakmark Select One Year Return Component Assessment

Based on the recorded statements, Oakmark Select has an One Year Return of -5.32%. This is much lower than that of the Oakmark family and significantly lower than that of the Large Value category. The one year return for all United States funds is notably higher than that of the company.

Oakmark Select Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Select's current stock value. Our valuation model uses many indicators to compare Oakmark Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Select competition to find correlations between indicators driving Oakmark Select's intrinsic value. More Info.
Oakmark Select is number one fund in three year return among similar funds. It is number one fund in price to earning among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Select by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Select's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark Select's earnings, one of the primary drivers of an investment's value.

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Correlation Analysis

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Fund Asset Allocation for Oakmark Select

The fund consists of 91.58% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

Oakmark Fundamentals

About Oakmark Select Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oakmark Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Select using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Select based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests primarily in common stocks of U.S. companies. Oakmark Select is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oakmark Select in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oakmark Select's short interest history, or implied volatility extrapolated from Oakmark Select options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oakmark Select using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check Your Equity Center. You can also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Other Tools for Oakmark Mutual Fund

When running Oakmark Select price analysis, check to measure Oakmark Select'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 Select is operating at the current time. Most of Oakmark Select's value examination focuses on studying past and present price action to predict the probability of Oakmark Select's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Select's price. Additionally, you may evaluate how the addition of Oakmark Select to your portfolios can decrease your overall portfolio volatility.
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