Oakmark Global Financial Statements From 2010 to 2024

OANWX Fund  USD 22.75  0.10  0.44%   
Oakmark Global financial statements provide useful quarterly and yearly information to potential Oakmark Global Select investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oakmark Global financial statements helps investors assess Oakmark Global's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Oakmark Global's valuation are summarized below:
Oakmark Global Select does not presently have any trending fundamental ratios for analysis.
Check Oakmark Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Global Valuation or Volatility modules.
  
This module can also supplement various Oakmark Global Technical models . Check out the analysis of Oakmark Global Correlation against competitors.

Oakmark Global Select Mutual Fund Annual Yield Analysis

Oakmark Global's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Oakmark Global Annual Yield

    
  0.01 %  
Most of Oakmark Global's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Global Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Oakmark Global Select has an Annual Yield of 0.01%. This is much higher than that of the Oakmark family and significantly higher than that of the World Large-Stock Value category. The annual yield for all United States funds is notably lower than that of the firm.

Oakmark Global Select Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Global's current stock value. Our valuation model uses many indicators to compare Oakmark Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Global competition to find correlations between indicators driving Oakmark Global's intrinsic value. More Info.
Oakmark Global Select is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  641.99  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark Global's earnings, one of the primary drivers of an investment's value.

About Oakmark Global Financial Statements

Oakmark Global investors use historical fundamental indicators, such as Oakmark Global's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oakmark Global. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40 percent of its total assets in securities of non-U.S. companies . The fund is non-diversified.

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Other Information on Investing in Oakmark Mutual Fund

Oakmark Global 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 Global security.
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