Oakmark Fund Investor Fund Quote
| OAKMX Fund | USD 138.04 0.05 0.04% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Oakmark Fund is trading at 138.04 as of the 18th of April 2024; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 137.99. Oakmark Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Oakmark Fund Investor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of June 2022 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.. More on Oakmark Fund Investor
Moving together with Oakmark Mutual Fund
| 0.9 | OAYIX | Oakmark International | PairCorr |
| 1.0 | OAYMX | Oakmark Fund Advisor | PairCorr |
| 0.99 | OAYLX | Oakmark Select | PairCorr |
| 0.93 | OAYWX | Oakmark Global Select | PairCorr |
| 0.87 | OAZEX | Oakmark International | PairCorr |
| 0.99 | OAZBX | Oakmark Equity And | PairCorr |
| 0.91 | OAZIX | Oakmark International | PairCorr |
Oakmark Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Oakmark Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Oakmark Funds, Large Value Funds, Large Value, Oakmark (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | September |
Oakmark Fund Investor [OAKMX] is traded in USA and was established 18th of April 2024. Oakmark Fund 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 16.94 B in assets with no minimum investment requirementsOakmark Fund Investor is currently producing year-to-date (YTD) return of 5.53% with the current yeild of 0.01%, while the total return for the last 3 years was 10.6%.
Check Oakmark Fund 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 Fund Investor 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 Fund Investor Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials |
| EOG | EOG Resources | Stock | Energy |
| CAT | Caterpillar | Stock | Industrials |
| CMCSA | Comcast Corp | Stock | Communication Services |
| MA | Mastercard | Stock | Financials |
| V | Visa Class A | Stock | Financials |
| META | Meta Platforms | Stock | Communication Services |
Oakmark Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Oakmark Fund jumping above the current price in 90 days from now is about 48.34%. The Oakmark Fund Investor probability density function shows the probability of Oakmark Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0634. This indicates Oakmark Fund Investor market returns are sensitive to returns on the market. As the market goes up or down, Oakmark Fund is expected to follow. Additionally, oakmark Fund Investor has an alpha of 0.0272, implying that it can generate a 0.0272 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Oakmark Fund to move above the current price in 90 days from now is about 48.34 (This Oakmark Fund Investor probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .
Oakmark Fund Investor Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakmark Fund market risk premium is the additional return an investor will receive from holding Oakmark Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oakmark Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Oakmark Fund's alpha and beta are two of the key measurements used to evaluate Oakmark Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5616 | |||
| Semi Deviation | 0.6808 | |||
| Standard Deviation | 0.7235 | |||
| Variance | 0.5234 |
Oakmark Fund Against Markets
Picking the right benchmark for Oakmark Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Oakmark Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Oakmark Fund is critical whether you are bullish or bearish towards Oakmark Fund Investor at a given time. Please also check how Oakmark Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Oakmark Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Oakmark Mutual Fund?
Before investing in Oakmark Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Oakmark Fund. To buy Oakmark Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oakmark Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Oakmark Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Oakmark Fund Investor fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Oakmark Fund Investor fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Oakmark Fund Investor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Oakmark Fund Investor?
The danger of trading Oakmark Fund Investor is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Oakmark Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Oakmark Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Fund Investor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark Fund Investor. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.