Oakmark Fund Financials
| OANMX Fund | USD 139.94 1.19 0.86% |
Oakmark |
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.
Oakmark Fund Fund Summary
Oakmark Fund competes with Oakmark International, Oakmark Global, Oakmark Equity, and Oakmark International. 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.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4138387802 |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
You should never invest in Oakmark Fund Institutional without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Oakmark Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Oakmark Fund's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Oakmark Fund Key Financial Ratios
Generally speaking, Oakmark Fund's financial ratios allow both analysts and investors to convert raw data from Oakmark Fund's financial statements into concise, actionable information that can be used to evaluate the performance of Oakmark Fund over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Oakmark Fund Institu reports annually and quarterly.Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Fund's current stock value. Our valuation model uses many indicators to compare Oakmark Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Fund competition to find correlations between indicators driving Oakmark Fund's intrinsic value. More Info.Oakmark Fund Institutional is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 509.74 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Fund by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Fund's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark Fund's earnings, one of the primary drivers of an investment's value.Oakmark Fund Institu Systematic Risk
Oakmark Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Oakmark Fund Institu correlated with the market. If Beta is less than 0 Oakmark Fund generally moves in the opposite direction as compared to the market. If Oakmark Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Fund Institu is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Fund is generally in the same direction as the market. If Beta > 1 Oakmark Fund moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Fund April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Fund Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Fund Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8215 | |||
| Information Ratio | 0.0594 | |||
| Maximum Drawdown | 3.24 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.19 |
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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.