Oakmark Fund Financials
| OAZMX Fund | USD 162.88 0.27 0.17% |
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 Fund Fund Summary
Oakmark Fund competes with Dodge Cox, American Mutual, American Funds, American Funds, and American Mutual. 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.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
Oakmark Financial Ratios 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.Oakmark Fund R6 Systematic Risk
Oakmark Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Fund 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Oakmark Fund R6 correlated with the market. If Beta is less than 0 Oakmark Fund generally moves in the opposite direction as compared to the market. If Oakmark Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Fund R6 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Fund is generally in the same direction as the market. If Beta > 1 Oakmark Fund moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Fund November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Fund R6. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Fund R6 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 Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6873 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 5.08 | |||
| Value At Risk | (1.08) | |||
| Potential Upside | 1.22 |
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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