Is Oakmark Investor a Strong Mutual Fund Pick Right Now - Yahoo Lifestyle Australia
| OAKMX Fund | USD 161.12 0.82 0.51% |
Slightly above 53% of Oakmark Fund's investor base is interested to short. The analysis of overall sentiment of trading Oakmark Fund Investor mutual fund suggests that many investors are impartial at this time. Oakmark Fund's investing sentiment can be driven by a variety of factors including economic data, Oakmark Fund's earnings reports, geopolitical events, and overall market trends.
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Is Oakmark Investor a Strong Mutual Fund Pick Right Now Yahoo Lifestyle Australia
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Oakmark Fund Fundamental Analysis
We analyze Oakmark Fund'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 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.
One Year Return
One Year Return Comparative Analysis
Oakmark Fund is currently under evaluation in one year return among similar funds. One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Oakmark Fund Investor Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Oakmark Fund mutual fund to make a market-neutral strategy. Peer analysis of Oakmark Fund could also be used in its relative valuation, which is a method of valuing Oakmark Fund by comparing valuation metrics with similar companies.
Peers
Oakmark Fund Related Equities
| OAKIX | Oakmark International | 1.29 | ||||
| OAKGX | Oakmark Global | 0.99 | ||||
| CFIMX | Clipper Fund | 0.88 | ||||
| OAKLX | Oakmark Select | 0.86 | ||||
| OAKBX | Oakmark Equity | 0.43 |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
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| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |