Oakmark Mutual Fund Analysis

OAKBX
 Fund
  

USD 31.92  0.01  0.0313%   

The current indifference towards the small price fluctuations of Oakmark Equity And may encourage investors to take a closer look at the fund as it is trading at a share price of 31.92 on slow start in trading volume. The fund managers did not add any value to Oakmark Equity investors in July. However, most investors can still diversify their portfolios with Oakmark Equity And to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.09. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Oakmark Equity mutual fund analysis report makes it easy to digest most publicly released information about Oakmark Equity and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Oakmark Mutual Fund analysis module also helps to analyze the Oakmark Equity price relationship with some important fundamental indicators such as market cap and management efficiency.

Oakmark Mutual Fund Analysis Notes

The fund last dividend was 0.35 per share. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities . It is intended to present a balanced investment program between growth and income by investing approximately 4075% of its total assets in common stock, including securities convertible into common stock, and up to 60% of its total assets in debt securities issued by U.S. or nonU.S. governments and corporate entities rated at the time of purchase within the two highest grades. To find out more about Oakmark Equity And contact the company at 800-625-6275.

Oakmark Equity And Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more funds at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Oakmark Equity's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Equity And or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Oakmark Equity And is unlikely to experience financial distress in the next 2 years

Management Efficiency

Oakmark Equity management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
FLFootlocker 0.07 (5.11) 
ORCLOracle Corp 0.0408 (3.00) 
NOVNOV Inc 0.0066 (5.22) 
DOVDover Corp 0.0182 (3.24) 
BACBank Of America(0.0225) (3.07) 
TELTe Connectivity 0.0489 (3.45) 
PMPhilip Morris International(0.07) (3.14) 
NSRGYNestle Sa ADR(0.06) (2.34) 
MAMastercard 0.0359 (3.68) 
HCAHca Holdings(0.0055) (4.25) 
GOOGLAlphabet Cl A 0.0147 (3.92) 
GOOGAlphabet Cl C 0.0167 (3.68) 
GMGeneral Motors 0.0096 (5.05) 
CVSCVS Corp 0.0257 (2.13) 
CHTRCharter Communicatio 0.0128 (2.49) 
CCitigroup 0.05 (3.00) 
BWABorgwarner 0.032 (4.26) 
ALLYAlly Financial(0.06) (5.20) 
UNHUnitedhealth Group 0.05 (2.56) 

Technical Drivers

As of the 16th of August 2022, Oakmark Equity holds the Risk Adjusted Performance of 0.095, coefficient of variation of 1294.98, and Semi Deviation of 1.02. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark Equity, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We have analyzed nineteen technical drivers for Oakmark Equity And, which can be compared to its competitors. Please check Oakmark Equity And coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if Oakmark Equity And is priced some-what accurately, providing market reflects its current price of 31.92 per share.

Oakmark Equity And Price Movement Analysis

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Oakmark Equity Technical and Predictive Indicators

Oakmark Equity Forecast Models

Oakmark Equity time-series forecasting models is one of many Oakmark Equity's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oakmark Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Oakmark Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Oakmark Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Oakmark shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual Fund such as Oakmark Equity. By using and applying Oakmark Mutual Fund analysis, traders can create a robust methodology for identifying Oakmark entry and exit points for their positions.
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. Oakmark Equity is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Oakmark Equity to your portfolios without increasing risk or reducing expected return.

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Please check Your Equity Center. Note that the Oakmark Equity And information on this page should be used as a complementary analysis to other Oakmark Equity'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.

Complementary Tools for Oakmark Mutual Fund analysis

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