Oakmark Global Financials
| OAYGX Fund | USD 33.56 0.20 0.59% |
Oakmark |
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.
Oakmark Global Fund Summary
Oakmark Global competes with Oakmark Equity, Oakmark International, Oakmark Select, and Oakmark International. The fund invests primarily in a diversified portfolio of 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 invests between 25-75 percent of its total assets in securities of U.S. companies and between 25-75 percent of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4138386812 |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
Oakmark Global Key Financial Ratios
Oakmark Financial Ratios 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 Fund 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 216.53 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.Oakmark Global Systematic Risk
Oakmark Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Oakmark Global correlated with the market. If Beta is less than 0 Oakmark Global generally moves in the opposite direction as compared to the market. If Oakmark Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Global is generally in the same direction as the market. If Beta > 1 Oakmark Global moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Global November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Global Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Global Fund based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Global's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 1.46 |
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.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |