Oakmark Mutual Fund Analysis

OAYMX -  USA Fund  

USD 115.45  0.40  0.35%

The small slide in market price for the last few months may encourage investors to take a closer look at the fund as it is trading at a share price of 115.45 on slow start in trading volume. The fund managers did not add much value to Oakmark Fund investors in December. However, diversifying your holdings with Oakmark Fund Advisor 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.
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Oakmark Mutual Fund Analysis 

 
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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 5.0% over the last ten years. Oakmark Fund Advisor maintains 95.55% of assets in stocks. This fund last dividend was 0.24 per share. To find out more about Oakmark Fund Advisor contact the company at 800-625-6275.

Oakmark Fund Advisor 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 Advisor or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Oakmark Fund Advisor generated a negative expected return over the last 90 days
Oakmark Fund Advisor is unlikely to experience financial distress in the next 2 years
On 16th of December 2021 Oakmark Fund paid $ 0.836 per share dividend to its current shareholders
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
JPM
JP Morgan Chase(0.11) (2.27) 
CAT
Caterpillar 0.038 (2.93) 
TXN
Texas Instruments(0.06) (2.72) 
GE
General Electric(0.09) (3.46) 
MA
Mastercard 0.07 (3.52) 
IT
Gartner(0.05) (3.80) 
STZ
Constellation Brands 0.16 (1.81) 
ALLY
Ally Financial(0.02) (3.58) 
V
Visa Inc 0.0192 (3.22) 
AIG
American International Group 0.0038 (2.58) 
ALP
Alphabet Cl A(0.0077) (2.69) 
PH
Parker-Hannifin Corp 0.0462 (2.74) 
CHTR
Charter Communicatio(0.14) (3.40) 
INTC
Intel Corp 0.0283 (2.08) 
GS
Goldman Sachs Group(0.12) (2.86) 
CVS
CVS Corp 0.26 (1.92) 
BAC
Bank Of America(0.004) (2.45) 
C
Citigroup(0.0485) (2.44) 
FDX
Fedex Corp 0.07 (2.31) 
NFLX
Netflix(0.22) (3.76) 

Technical Drivers

As of the 29th of January, Oakmark Fund holds the risk adjusted performance of (0.05), and Coefficient Of Variation of (1,549). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oakmark Fund, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We have collected data for nineteen technical drivers for Oakmark Fund Advisor, which can be compared to its competitors. Please check Oakmark Fund Advisor coefficient of variation, maximum drawdown, as well as the relationship between the Maximum Drawdown and skewness to decide if Oakmark Fund Advisor is priced some-what accurately, providing market reflects its current price of 115.45 per share.

Oakmark Fund Advisor Price Movement Analysis

The output start index for this execution was one with a total number of output elements of sixty. The Parabolic SAR indicator is used to determine the direction of Oakmark Fund Advisor's momentum and the point in time when Oakmark Fund has higher than normal probability directional change. View also all equity analysis or get more info about parabolic sar overlap studies indicator.

Oakmark Fund Technical and Predictive Indicators

Oakmark Fund Forecast Models

Oakmark Fund time-series forecasting models is one of many Oakmark Fund's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oakmark Fund's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

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 fund invests primarily in a diversified portfolio of common stocks of U.S. companies. Oakmark Fund is traded on NASDAQ Exchange in the United States.

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.

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Please check Your Equity Center. Note that the Oakmark Fund Advisor 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 Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Fund Advisor 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.
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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.