Oakmark International Small Fund Filter Stocks by Fundamentals
| OAYEX Fund | USD 19.00 0.04 0.21% |
Oakmark International Small fundamentals help investors to digest information that contributes to Oakmark International'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 International'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 International mutual fund.
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Fund Asset Allocation for Oakmark International
The fund consists of 97.81% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Oakmark International'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
| Price To Earning | 2.34 X | ||||
| Total Asset | 169.87 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 1.08 % | ||||
| One Year Return | 10.66 % | ||||
| Three Year Return | 2.05 % | ||||
| Five Year Return | 7.23 % | ||||
| Ten Year Return | 4.32 % | ||||
| Net Asset | 1.37 B | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.34 | ||||
| Cash Position Weight | 2.19 % | ||||
| Equity Positions Weight | 97.81 % |
About Oakmark International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oakmark International Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oakmark International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oakmark International Small 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oakmark International in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oakmark International's short interest history, or implied volatility extrapolated from Oakmark International options trading.
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Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark International Small. 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 income. Note that the Oakmark International information on this page should be used as a complementary analysis to other Oakmark International'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 Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.