Oakmark Fund Mutual Fund Money Managers
OAZMX Fund | USD 162.88 0.27 0.17% |
Break down of Oakmark Fund'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 Fund's future under-performance.
Oakmark |
Symbol | OAZMX |
Name | Oakmark Fund R6 |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Oakmark Fund R6 Leadership is currently not available.
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Oakmark Fund Net Asset Comparison
Oakmark Fund R6 is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 751.33 Billion. Oakmark Fund holds roughly 19.35 Billion in net asset claiming about 2.58% of funds under Large Value category.
Oakmark Fund R6 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 Fund R6 Price Series Summation is a cross summation of Oakmark Fund price series and its benchmark/peer.
About Oakmark Fund Management Performance
The success or failure of an entity such as Oakmark Fund R6 often depends on how effective the management is. Oakmark Fund 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 common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.
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 Fund 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 Fund security.
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