Oakmark Fund Financial Statements From 2010 to 2024
| OAZMX Fund | USD 162.88 0.27 0.17% |
Check Oakmark Fund financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark Fund'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 Fund Valuation or Volatility modules.
Oakmark |
Oakmark Fund R6 Mutual Fund Annual Yield Analysis
Oakmark Fund'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 Fund Annual Yield | 0.01 % |
Most of Oakmark Fund'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 Fund R6 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 Fund R6 has an Annual Yield of 0.011%. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Oakmark Fund R6 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Fund's current stock value. Our valuation model uses many indicators to compare Oakmark Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Fund competition to find correlations between indicators driving Oakmark Fund's intrinsic value. More Info.Oakmark Fund R6 is rated below average in annual yield among similar funds. It also is rated below average in net asset among similar funds making up about 1,758,881,605,818 of Net Asset 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 Fund's earnings, one of the primary drivers of an investment's value.About Oakmark Fund Financial Statements
Oakmark Fund investors use historical fundamental indicators, such as Oakmark Fund'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 Fund. Please read more on our technical analysis and fundamental analysis pages.
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.
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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 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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