Oakmark Fund Mutual Fund Money Managers
| OANMX Fund | USD 138.09 0.06 0.04% |
Break down of Oakmark Fund's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Oakmark Fund's future under-performance.
| William Nygren Executive Fund Manager |
| More |
Oakmark |
Oakmark Fund Net Asset Comparison
Oakmark Fund Institutional is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 550.93 Billion. Oakmark Fund holds roughly 21.51 Billion in net asset claiming about 4% of funds under Large Value category.
Oakmark Fund Institu Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Oakmark Fund Institu Price Series Summation is a cross summation of Oakmark Fund price series and its benchmark/peer.
Oakmark Fund Stakeholder
| William Nygren | Fund Manager | Profile |
About Oakmark Fund Management Performance
The success or failure of an entity such as Oakmark Fund Institu often depends on how effective the management is. Oakmark Fund management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Oakmark management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Oakmark management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
Please note that past performance is not an indicator of the future performance of Oakmark Fund, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark Fund Institutional. 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 ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.