Oakmark Select Fund Quote
| OAYLX Fund | USD 83.12 0.90 1.07% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Oakmark Select is trading at 83.12 as of the 23rd of November 2024; that is 1.07 percent down since the beginning of the trading day. The fund's open price was 84.02. Oakmark Select has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Oakmark Select Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the funds total assets may at times be invested in a particular sector or industry. More on Oakmark Select Fund
Moving together with Oakmark Mutual Fund
Moving against Oakmark Mutual Fund
Oakmark Mutual Fund Highlights
| Fund Concentration | Oakmark Funds, Large Funds, Large Value Funds, Large Value, Oakmark, Large Blend, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Oakmark Select Fund [OAYLX] is traded in USA and was established 23rd of November 2024. Oakmark Select is listed under Oakmark category by Fama And French industry classification. The fund is listed under Large Value category and is part of Oakmark family. This fund now has accumulated 5.4 B in assets with minimum initial investment of 100 K. Oakmark Select is currently producing year-to-date (YTD) return of 15.83% with the current yeild of 0.01%, while the total return for the last 3 years was 7.85%.
Check Oakmark Select Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Oakmark Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Oakmark Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Oakmark Select Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Oakmark Select Fund Mutual Fund Constituents
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| GE | GE Aerospace | Stock | Industrials | |
| TEL | TE Connectivity | Stock | Information Technology | |
| STZ | Constellation Brands Class | Stock | Consumer Staples | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology |
Oakmark Select Risk Profiles
| Mean Deviation | 0.653 | |||
| Semi Deviation | 0.5017 | |||
| Standard Deviation | 0.9497 | |||
| Variance | 0.9019 |
Oakmark Select Against Markets
Other Information on Investing in Oakmark Mutual Fund
Oakmark Select 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 Select security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |