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OAKBX Oakmark Equity And Income Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Bank of America Corp (NYSE:BAC), Capital One Financial (NYSE:COF), IQVIA Holdings (NYSE:IQV).

Industry description

The investment seeks income and preservation and growth of capital. 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% of its total assets in common stock, including securities convertible into common stock, and up to 60% 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 Moody's Investors Service, Inc. or by S&P Global Ratings.

Market Cap

The average market capitalization across the Oakmark Equity And Income Investor MF is 315.95B. The market cap for tickers in the group ranges from 12.34B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is ALLY at 12.34B.

Volume

The average weekly volume growth across all stocks in the Oakmark Equity And Income Investor MF was 21%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 37
Price Growth Rating: 30
SMR Rating: 33
Profit Risk Rating: 42
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
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OAKBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAKBX has been closely correlated with RIDCX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAKBX jumps, then RIDCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAKBX
1D Price
Change %
OAKBX100%
-0.75%
RIDCX - OAKBX
84%
Closely correlated
-0.92%
RIDEX - OAKBX
83%
Closely correlated
-0.92%
RLBAX - OAKBX
82%
Closely correlated
-0.60%
CLBAX - OAKBX
82%
Closely correlated
-0.60%
CLBFX - OAKBX
82%
Closely correlated
-0.60%
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