Oakmark Equity Mutual Fund Money Managers
| OANBX Fund | USD 37.44 0.12 0.32% |
Break down of Oakmark Equity's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oakmark Equity's future under-performance.
Oakmark |
| Symbol | OANBX |
| Name | Oakmark Equity And |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Oakmark Equity And Leadership is currently not available.
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Oakmark Equity Net Asset Comparison
Oakmark Equity And is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 19.87 Billion. Oakmark Equity totals roughly 15.37 Billion in net asset claiming about 77% of funds in Allocation--50% to 70% Equity category.
Oakmark Equity And Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Oakmark Equity And Price Series Summation is a cross summation of Oakmark Equity price series and its benchmark/peer.
About Oakmark Equity Management Performance
The success or failure of an entity such as Oakmark Equity And often depends on how effective the management is. Oakmark Equity management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oakmark management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oakmark management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moodys Investors Service, Inc. or by SP Global Ratings.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Oakmark Mutual Fund
Oakmark Equity financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Equity security.
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