Oakmark Bond Fund Quote
| OAZCX Fund | USD 8.94 0.02 0.22% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Oakmark Bond is trading at 8.94 as of the 27th of November 2024; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 8.96. Oakmark Bond has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Oakmark Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of September 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of bonds and other fixed-income securities. Under normal market conditions, it invests at least 25 percent of its assets in investment-grade fixed-income securities and may invest up to 35 percent of its assets in below investment-grade fixed-income securities .. More on Oakmark Bond
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Oakmark Mutual Fund Highlights
| Fund Concentration | Oakmark Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Oakmark (View all Sectors) |
| Update Date | 30th of September 2024 |
Oakmark Bond [OAZCX] is traded in USA and was established 27th of November 2024. Oakmark Bond is listed under Oakmark category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Oakmark family. Oakmark Bond now has accumulated 97.13 M in assets with no minimum investment requirements
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Instrument Allocation
Oakmark Bond Risk Profiles
| Mean Deviation | 0.1992 | |||
| Standard Deviation | 0.2764 | |||
| Variance | 0.0764 | |||
| Risk Adjusted Performance | (0.05) |
Oakmark Bond Against Markets
Other Information on Investing in Oakmark Mutual Fund
Oakmark Bond 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 Bond security.
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