Oakmark Bond Financial Statements From 2010 to 2024
| OAZCX Fund | USD 8.97 0.03 0.34% |
Check Oakmark Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark Bond's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Bond Valuation or Volatility modules.
Oakmark |
Oakmark Bond Mutual Fund Net Asset Analysis
Oakmark Bond's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Oakmark Bond Net Asset | 97.13 M |
Most of Oakmark Bond's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Oakmark Bond has a Net Asset of 97.13 M. This is much higher than that of the Oakmark family and significantly higher than that of the Intermediate Core-Plus Bond category. The net asset for all United States funds is notably lower than that of the firm.
Oakmark Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Bond's current stock value. Our valuation model uses many indicators to compare Oakmark Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Bond competition to find correlations between indicators driving Oakmark Bond's intrinsic value. More Info.Oakmark Bond is rated below average in net asset among similar funds. It is regarded fourth largest fund in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for Oakmark Bond is about 4,856,500,000 . 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 Bond's earnings, one of the primary drivers of an investment's value.About Oakmark Bond Financial Statements
Oakmark Bond investors use historical fundamental indicators, such as Oakmark Bond's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oakmark Bond. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of bonds and other fixed-income securities. Under normal market conditions, it invests at least 25 percent of its assets in investment-grade fixed-income securities and may invest up to 35 percent of its assets in below investment-grade fixed-income securities .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oakmark Mutual Fund
Oakmark Bond financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Bond security.
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