Oakmark Fund Investor Fund Analysis

Oakmark Mutual Fund Analysis Notes

The fund generated five year return of 14.0%. Oakmark Fund Investor maintains 94.58% of assets in stocks. This fund last dividend was 0.15 per share. Large Value To find out more about Oakmark Fund Investor contact the company at 800-625-6275.

Oakmark Fund Investor Investment Alerts

Oakmark Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Oakmark Fund's market, we take the total number of its shares issued and multiply it by Oakmark Fund's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Oakmark Fund Investor Mutual Fund Constituents

Technical Drivers

As of the 1st of May, Oakmark Fund holds the Risk Adjusted Performance of 0.0958, standard deviation of 0.7121, and Downside Deviation of 0.8141. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark Fund, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We have collected data for sixteen technical drivers for Oakmark Fund Investor, which can be compared to its competitors. Please check Oakmark Fund Investor standard deviation and downside variance to decide if Oakmark Fund Investor is priced some-what accurately, providing market reflects its current price of 139.71 per share.

Oakmark Fund Investor Price Movement Analysis

Oakmark Fund Predictive Daily Indicators

Oakmark Fund Forecast Models

Oakmark Fund's time-series forecasting models are one of many Oakmark Fund's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oakmark Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Oakmark Fund prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Oakmark shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Oakmark Fund. By using and applying Oakmark Mutual Fund analysis, traders can create a robust methodology for identifying Oakmark entry and exit points for their positions.

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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.