Oakmark International Small Fund Minimum Initial Investment
| OAKEX Fund | USD 19.52 0.21 1.09% |
Oakmark International Small fundamentals help investors to digest information that contributes to Oakmark International's financial success or failures. It also enables traders to predict the movement of Oakmark Mutual Fund. The fundamental analysis module provides a way to measure Oakmark International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oakmark International mutual fund.
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Oakmark International Small Mutual Fund Minimum Initial Investment Analysis
Oakmark International's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
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Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Oakmark International Small has a Minimum Initial Investment of 0.0. This indicator is about the same for the Oakmark average (which is currently at 0.0) family and about the same as Foreign Small/Mid Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Oakmark International
The fund consists of 97.08% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Oakmark International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oakmark Fundamentals
| Price To Earning | 2.62 X | |||
| Price To Book | 1.52 X | |||
| Price To Sales | 0.83 X | |||
| Total Asset | 400.65 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 2.21 % | |||
| One Year Return | 6.82 % | |||
| Three Year Return | 1.21 % | |||
| Five Year Return | 6.11 % | |||
| Ten Year Return | 4.28 % | |||
| Net Asset | 1.37 B | |||
| Last Dividend Paid | 0.32 | |||
| Cash Position Weight | 2.91 % | |||
| Equity Positions Weight | 97.08 % |
About Oakmark International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark International Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark International Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Oakmark International 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 International security.
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