Oakmark Fund Institutional Fund Minimum Initial Investment
| OANMX Fund | USD 160.21 1.59 0.98% |
Oakmark Fund Institutional fundamentals help investors to digest information that contributes to Oakmark Fund'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 Fund'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 Fund mutual fund.
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Oakmark Fund Institutional Mutual Fund Minimum Initial Investment Analysis
Oakmark Fund'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 |
Current Oakmark Fund Minimum Initial Investment | 1000 K |
Most of Oakmark Fund's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Fund Institutional is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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 Fund Institutional has a Minimum Initial Investment of 1000 K. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The minimum initial investment for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Oakmark Fund
The fund consists of 95.55% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Oakmark Fund'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
| Total Asset | 18.05 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 19.32 % | ||||
| One Year Return | 30.68 % | ||||
| Three Year Return | 9.95 % | ||||
| Five Year Return | 16.50 % | ||||
| Ten Year Return | 10.50 % | ||||
| Net Asset | 21.51 B | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.3 | ||||
| Cash Position Weight | 4.45 % | ||||
| Equity Positions Weight | 95.55 % |
About Oakmark Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark Fund Institutional's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Fund Institutional 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 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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