Oakmark Mutual Fund Analysis

OARMX -  USA Fund  

USD 115.53  0.000001  0.00%

Oakmark Fund Service price slide over the last few months may encourage investors to take a closer look at the fund as it is trading at a share price of 115.53 on very low momentum in trading volume. The fund administrators and managers were not very successful in positioning the fund resources to exploit market volatility in December. However, diversifying your holdings with Oakmark Fund Service or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 1.1. The below-average Fund volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please check Your Equity Center.

Oakmark Mutual Fund Analysis 

 
Refresh
The Oakmark Fund mutual fund analysis report makes it easy to digest most publicly released information about Oakmark Fund and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Oakmark Mutual Fund analysis module also helps to analyze the Oakmark Fund price relationship with some important fundamental indicators such as market cap and management efficiency.

Oakmark Mutual Fund Analysis Notes

The fund generated returns of 4.0% over the last ten years. Oakmark Fund Service maintains 95.55% of assets in stocks. This fund last dividend was 0.39 per share. 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 investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of its intrinsic or true business value. To find out more about Oakmark Fund Service contact the company at 800-625-6275.

Oakmark Fund Service Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Oakmark Fund's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Oakmark Fund Service or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Oakmark Fund Service is not yet fully synchronised with the market data
Oakmark Fund Service generated a negative expected return over the last 90 days
Oakmark Fund Service is unlikely to experience financial distress in the next 2 years
The fund maintains 95.55% of its assets in stocks

Management Efficiency

Oakmark Fund management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
STZ
Constellation Brands 0.22 (1.81) 
REGN
Regeneron Pharmaceuticals 0.13 (2.73) 
C
Citigroup(0.08) (2.44) 
STT
State Street Corp(0.0095) (3.42) 
ADP
Automatic Data Procs 0.06 (2.03) 
TXN
Texas Instruments(0.07) (2.72) 
AAPL
Apple Inc 0.12 (2.10) 
INTC
Intel Corp(0.0044) (2.28) 
FDX
Fedex Corp 0.11 (2.31) 
CVS
CVS Corp 0.25 (1.92) 
V
Visa Inc(0.06) (3.22) 
IT
Gartner(0.07) (3.80) 
TEL
Te Connectivity 0.07 (2.28) 
GE
General Electric(0.0338) (3.34) 
SCHW
The Charles Schwab 0.11 (2.74) 
BKNG
Booking Holdings 0.0014 (3.61) 
ORCL
Oracle Corp(0.07) (2.54) 
GOOG
Alphabet Cl C(0.06) (2.67) 
ALLY
Ally Financial(0.07) (3.94) 
AIG
American International Group 0.0214 (2.58) 

Oakmark Fund Technical and Predictive Indicators

About Oakmark Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Oakmark Fund stock is reacting to, or reflecting on a current stock 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 stock 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 stock 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.
The investment seeks long-term capital appreciation. 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.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Oakmark Fund to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Portfolio Suggestion Now

   

Portfolio Suggestion

Get suggestions outside of your existing asset allocation including your own model portfolios
All  Next Launch Module
Please check Your Equity Center. Note that the Oakmark Fund Service information on this page should be used as a complementary analysis to other Oakmark Fund'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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Fund Service price analysis, check to measure Oakmark Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakmark Fund is operating at the current time. Most of Oakmark Fund's value examination focuses on studying past and present price action to predict the probability of Oakmark Fund's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Fund's price. Additionally, you may evaluate how the addition of Oakmark Fund to your portfolios can decrease your overall portfolio volatility.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Go
Please note, there is a significant difference between Oakmark Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Fund value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.