Oakmark Fund Institutional Fund Bond Positions Weight
| OANMX Fund | USD 142.64 1.19 0.84% |
Oakmark Fund Institutional fundamentals help investors to digest information that contributes to Oakmark Fund's financial success or failures. It also enables traders to predict the movement of Oakmark Mutual Fund. The fundamental analysis module provides a way to measure Oakmark Fund's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oakmark Fund mutual fund.
Oakmark |
Oakmark Fund Institutional Mutual Fund Bond Positions Weight Analysis
Oakmark Fund's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Oakmark Fund Institutional has a Bond Positions Weight of 0.0%. This indicator is about the same for the Oakmark average (which is currently at 0.0) family and about the same as Large Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Oakmark Bond Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oakmark Fund's direct or indirect competition against its Bond Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oakmark Fund could also be used in its relative valuation, which is a method of valuing Oakmark Fund by comparing valuation metrics of similar companies.Oakmark Fund is currently under evaluation in bond positions weight among similar funds.
Fund Asset Allocation for Oakmark Fund
The fund consists of 95.55% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Oakmark Fund's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Oakmark Fundamentals
| Total Asset | 18.05 B | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 5.61 % | |||
| One Year Return | 26.09 % | |||
| Three Year Return | 10.65 % | |||
| Five Year Return | 14.50 % | |||
| Ten Year Return | 10.50 % | |||
| Net Asset | 21.51 B | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.3 | |||
| Cash Position Weight | 4.45 % | |||
| Equity Positions Weight | 95.55 % |
About Oakmark Fund Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark Fund Institutional's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark Fund using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark Fund Institutional based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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