Oakmark Equity And Fund Quote
| OANBX Fund | USD 34.44 0.19 0.55% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Oakmark Equity is trading at 34.44 as of the 24th of April 2024; that is 0.55% increase since the beginning of the trading day. The fund's open price was 34.25. Oakmark Equity 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 Equity And are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. More on Oakmark Equity And
Moving together with Oakmark Mutual Fund
| 0.87 | OAYIX | Oakmark International | PairCorr |
| 0.98 | OAYMX | Oakmark Fund Advisor | PairCorr |
| 0.98 | OAYLX | Oakmark Select | PairCorr |
| 0.92 | OAYWX | Oakmark Global Select | PairCorr |
| 0.78 | OAZEX | Oakmark International | PairCorr |
| 1.0 | OAZBX | Oakmark Equity And | PairCorr |
| 0.88 | 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 Equity's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Equity or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Oakmark Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Oakmark (View all Sectors) |
| Update Date | 31st of March 2024 |
Oakmark Equity And [OANBX] is traded in USA and was established 24th of April 2024. Oakmark Equity is listed under Oakmark category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Oakmark family. This fund now has accumulated 15.37 B in assets with minimum initial investment of 1000 K. Oakmark Equity And is currently producing year-to-date (YTD) return of 1.5% with the current yeild of 0.03%, while the total return for the last 3 years was 3.84%.
Check Oakmark Equity 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 Equity And 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 Equity And Mutual Fund Constituents
| FL | Foot Locker | Stock | Consumer Discretionary |
| ORCL | Oracle | Stock | Information Technology |
| DOV | Dover | Stock | Industrials |
| BAC | Bank of America | Stock | Financials |
| TEL | TE Connectivity | Stock | Information Technology |
| PM | Philip Morris International | Stock | Consumer Staples |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods |
Oakmark Equity Target Price Odds Analysis
Based on a normal probability distribution, the odds of Oakmark Equity jumping above the current price in 90 days from now is about 21.6%. The Oakmark Equity And probability density function shows the probability of Oakmark Equity mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Oakmark Equity has a beta of 0.7407. This indicates as returns on the market go up, Oakmark Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oakmark Equity And will be expected to be much smaller as well. Additionally, oakmark Equity And has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Oakmark Equity to move above the current price in 90 days from now is about 21.6 (This Oakmark Equity And probability density function shows the probability of Oakmark Mutual Fund to fall within a particular range of prices over 90 days) .
Oakmark Equity And Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Oakmark Equity market risk premium is the additional return an investor will receive from holding Oakmark Equity 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 Equity. 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 Equity's alpha and beta are two of the key measurements used to evaluate Oakmark Equity's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3974 | |||
| Semi Deviation | 0.5132 | |||
| Standard Deviation | 0.5185 | |||
| Variance | 0.2689 |
Oakmark Equity Against Markets
Picking the right benchmark for Oakmark Equity 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 Equity 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 Equity is critical whether you are bullish or bearish towards Oakmark Equity And at a given time. Please also check how Oakmark Equity'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 Equity 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?
Run Risk-Return Analysis Now
Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
| All Next | Launch Module |
How to buy Oakmark Mutual Fund?
Before investing in Oakmark Equity, 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 Equity. To buy Oakmark Equity fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Oakmark Equity. 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 Equity fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Oakmark Equity And 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 Equity And 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 Equity And, 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 Equity And?
The danger of trading Oakmark Equity And 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 Equity 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 Equity. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Oakmark Equity And 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 Equity And. 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 bureau of labor statistics. Note that the Oakmark Equity And information on this page should be used as a complementary analysis to other Oakmark Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .