Oakmark Equity And Fund Quote

OAYBX Fund  USD 35.21  0.11  0.31%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Oakmark Equity is trading at 35.21 as of the 28th of March 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 35.1. Oakmark Equity has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 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 27th of February 2024 and ending today, the 28th of March 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

  0.79USG USCF Gold Strategy Symbol ChangePairCorr
  0.68OAYIX Oakmark InternationalPairCorr
  0.97OAYMX Oakmark Fund AdvisorPairCorr
  0.97OAYLX Oakmark Select FundPairCorr
  0.84OAYWX Oakmark Global SelectPairCorr
  0.72OAZEX Oakmark InternationalPairCorr
  0.61OAZIX Oakmark InternationalPairCorr

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 ConcentrationOakmark Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Oakmark (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of January 2023
Fiscal Year EndSeptember
Oakmark Equity And [OAYBX] is traded in USA and was established 28th of March 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 6.27 B in assets with no minimum investment requirementsOakmark Equity And is currently producing year-to-date (YTD) return of 3.68% with the current yeild of 0.03%, while the total return for the last 3 years was 5.6%.
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

ORCLOracleStockInformation Technology
DOVDoverStockIndustrials
BACBank Of AmericaStockFinancials
TELTE ConnectivityStockInformation Technology
RGAReinsurance GroupStockFinancials
PMPhilip Morris InternationalStockConsumer Staples
NSRGYNestle SA ADRPink SheetPackaged Foods
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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 near 1%. 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 0.7412. 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 NYSE Composite.
  Odds Below 35.21HorizonTargetOdds Above 35.21
99.50%90 days
 35.21 
0.47%
Based on a normal probability distribution, the odds of Oakmark Equity to move above the current price in 90 days from now is near 1 (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.

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.

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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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Equity's price analysis, check to measure Oakmark Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakmark Equity is operating at the current time. Most of Oakmark Equity's value examination focuses on studying past and present price action to predict the probability of Oakmark Equity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oakmark Equity's price. Additionally, you may evaluate how the addition of Oakmark Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakmark Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oakmark Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.