Oakmark Equity Financials
| OANBX Fund | USD 37.59 0.09 0.24% |
Oakmark |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oakmark Equity Fund Summary
Oakmark Equity competes with Pnc Emerging, Transamerica Emerging, Investec Emerging, Barings Emerging, and Origin Emerging. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moodys Investors Service, Inc. or by SP Global Ratings.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4138387646 |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
Oakmark Equity Key Financial Ratios
Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Equity's current stock value. Our valuation model uses many indicators to compare Oakmark Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Equity competition to find correlations between indicators driving Oakmark Equity's intrinsic value. More Info.Oakmark Equity And is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 293.49 of Year To Date Return per Annual Yield. 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 Equity's earnings, one of the primary drivers of an investment's value.Oakmark Equity And Systematic Risk
Oakmark Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Oakmark Equity And correlated with the market. If Beta is less than 0 Oakmark Equity generally moves in the opposite direction as compared to the market. If Oakmark Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Equity And is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Equity is generally in the same direction as the market. If Beta > 1 Oakmark Equity moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Equity November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Equity And. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Equity And based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4698 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 2.82 | |||
| Value At Risk | (0.72) | |||
| Potential Upside | 0.7393 |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Equity 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 Equity security.
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