Oakmark Mutual Fund Analysis

OAKEX
 Fund
  

USD 16.35  0.06  0.37%   

The current indifference towards the small price fluctuations of Oakmark International may encourage investors to take a closer look at the fund as it is trading at a share price of 16.35 on slow start in trading volume. The fund money managers did not add any value to Oakmark International investors in July. However, most investors can still diversify their portfolios with Oakmark International to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.57. 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 International mutual fund analysis report makes it easy to digest most publicly released information about Oakmark International 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 International price relationship with some important fundamental indicators such as market cap and management efficiency.

Oakmark Mutual Fund Analysis Notes

The fund maintains 97.62% of assets in stocks. Oakmark International last dividend was 0.32 per share. The fund invests primarily in a diversified portfolio of common stocks of nonU.S. companies. It invests at least 80% of its net assets in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC Small Cap Index. The fund may invest in nonU.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S. To find out more about Oakmark International Small contact the company at 800-625-6275.

Oakmark International Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks 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 International's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark International Small or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Oakmark International generated five year return of -2.0%
This fund maintains 97.62% of its assets in stocks

Oakmark Market Capitalization

The company currently falls under 'Mid-Cap' category with current market capitalization of 2.23 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Oakmark International's market, we take the total number of its shares issued and multiply it by Oakmark International's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

Oakmark International management efficiency ratios could be used to measure how well oakmark international manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Technical Drivers

As of the 14th of August 2022, Oakmark International holds the Risk Adjusted Performance of 0.0631, coefficient of variation of 2047.29, and Semi Deviation of 1.66. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark International, 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 were able to analyze and collect data for nineteen technical drivers for Oakmark International, which can be compared to its competitors. Please check Oakmark International coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if Oakmark International is priced some-what accurately, providing market reflects its current price of 16.35 per share.

Oakmark International Price Movement Analysis

The output start index for this execution was thirty with a total number of output elements of thirty-one. The Mid-point Price over period is an average of Oakmark International highest and lowest prices attained during the given period.
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Oakmark International Predictive Daily Indicators

Oakmark International intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Oakmark International mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Oakmark International Forecast Models

Oakmark International time-series forecasting models is one of many Oakmark International'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 International'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 stock 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 International stock is reacting to, or reflecting on a current stock 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 stock 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 stock such as Oakmark International. 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 common stocks of non-U.S. companies. It invests at least 80 percent of its net assets in the stocks of small cap companies. A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the SP EPAC Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.

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 stock analysis tools, you can find out how much better you can do when adding Oakmark International to your portfolios without increasing risk or reducing expected return.

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

Complementary Tools for Oakmark Mutual Fund analysis

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