Oakmark Select Financials
| OAZLX Fund | USD 84.69 0.02 0.02% |
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 Select Fund Summary
Oakmark Select competes with Dunham High, Blackrock High, Pace High, Calvert High, and Gmo High. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the funds total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Select's current stock value. Our valuation model uses many indicators to compare Oakmark Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Select competition to find correlations between indicators driving Oakmark Select's intrinsic value. More Info.Oakmark Select is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 916,557,411,343 of Net Asset 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 Select's earnings, one of the primary drivers of an investment's value.Oakmark Select Systematic Risk
Oakmark Select's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Select 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Oakmark Select correlated with the market. If Beta is less than 0 Oakmark Select generally moves in the opposite direction as compared to the market. If Oakmark Select Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Select is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Select is generally in the same direction as the market. If Beta > 1 Oakmark Select moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Select December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Select help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Select. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Select 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 Select's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7784 | |||
| Information Ratio | 0.0467 | |||
| Maximum Drawdown | 5.73 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.34 |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Select 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 Select security.
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