Oakmark Equity Financial Statements From 2010 to 2024
| OAYBX Fund | USD 36.97 0.19 0.51% |
Check Oakmark Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark Equity'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 Equity Valuation or Volatility modules.
Oakmark |
Oakmark Equity And Mutual Fund Annual Yield Analysis
Oakmark Equity'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.
Current Oakmark Equity Annual Yield | 0.04 % |
Most of Oakmark Equity'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 Equity And 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 Equity And has an Annual Yield of 0.0409%. This is much higher than that of the Oakmark family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Oakmark Equity And Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Equity's current stock value. Our valuation model uses many indicators to compare Oakmark Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Equity competition to find correlations between indicators driving Oakmark Equity's intrinsic value. More Info.Oakmark Equity And 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 261.84 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 Equity's earnings, one of the primary drivers of an investment's value.About Oakmark Equity Financial Statements
Oakmark Equity investors use historical fundamental indicators, such as Oakmark Equity'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 Equity. Please read more on our technical analysis and fundamental analysis pages.
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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |