Oakmark Mutual Fund Analysis

OAZCX
 Fund
  

USD 8.66  0.01  0.12%   

The small slide in market price for the last few months may encourage investors to take a closer look at the fund as it is trading at a share price of 8.66 on very low momentum in trading volume. The fund money managers did not add much value to Oakmark Bond investors in September. However, diversifying your holdings with Oakmark Bond or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.39. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Please check Your Equity Center.
  
The Oakmark Bond mutual fund analysis report makes it easy to digest most publicly released information about Oakmark Bond 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 Bond price relationship with some important fundamental indicators such as market cap and management efficiency.

Oakmark Mutual Fund Analysis Notes

The fund maintains about 6.57% of assets in bonds. Oakmark Bond last dividend was 0.02 per share. To find out more about Oakmark Bond contact the company at 800-625-6275.

Oakmark Bond 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 Bond's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Bond or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Oakmark Bond generated a negative expected return over the last 90 days
On 31st of August 2022 Oakmark Bond paid $ 0.0272 per share dividend to its current shareholders
The fund maintains about 6.57% of its assets in bonds

Management Efficiency

Oakmark Bond 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.

Technical Drivers

As of the 7th of October, Oakmark Bond holds the risk adjusted performance of (0.18), and Coefficient Of Variation of (798.21). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark Bond, 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 break down nineteen technical drivers for Oakmark Bond, which can be compared to its competitors. Please check Oakmark Bond coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if Oakmark Bond is priced some-what accurately, providing market reflects its current price of 8.66 per share.

Oakmark Bond Price Movement Analysis

The output start index for this execution was fifty-eight with a total number of output elements of three. The Double Exponential Moving Average indicator was developed by Patrick Mulloy. It consists of a single exponential moving average and a double exponential moving average. This indicator is more responsive to Oakmark Bond changes than the simple moving average.
.

Oakmark Bond Technical and Predictive Indicators

Oakmark Bond Forecast Models

Oakmark Bond time-series forecasting models is one of many Oakmark Bond'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 Bond'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 Bond 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 Bond. 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 investment seeks to maximize both current income and total return, consistent with prudent investment and principal protection management. Oakmark Bond 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 Bond to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Alpha Finder Now

   

Alpha Finder

Use alpha and beta coefficients to find investment opportunities after accounting for the risk
All  Next Launch Module
Please check Your Equity Center. Note that the Oakmark Bond information on this page should be used as a complementary analysis to other Oakmark Bond'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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Bond price analysis, check to measure Oakmark Bond'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 Bond is operating at the current time. Most of Oakmark Bond's value examination focuses on studying past and present price action to predict the probability of Oakmark Bond's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Bond's price. Additionally, you may evaluate how the addition of Oakmark Bond to your portfolios can decrease your overall portfolio volatility.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
CEO Directory
Screen CEOs from public companies around the world
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Please note, there is a significant difference between Oakmark Bond's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Bond value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Bond'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.