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OAKGX
Mutual Fund ticker: NASDAQ
AS OF
Feb 28 closing price
Price
$34.93
Change
+$0.34 (+0.98%)
Net Assets
1.1B

OAKGX Oakmark Global Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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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), Prudential Financial (NYSE:PRU).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.

Market Cap

The average market capitalization across the Oakmark Global Investor MF is 399.04B. The market cap for tickers in the group ranges from 12.31B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is IPG at 12.31B.

Volume

The average weekly volume growth across all stocks in the Oakmark Global Investor MF was 5%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 45
Price Growth Rating: 55
SMR Rating: 36
Profit Risk Rating: 39
Seasonality Score: -73 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
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OAKGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAKGX has been closely correlated with DODWX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAKGX jumps, then DODWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAKGX
1D Price
Change %
OAKGX100%
-1.00%
DODWX - OAKGX
90%
Closely correlated
-0.75%
DGEFX - OAKGX
82%
Closely correlated
N/A
PRGEX - OAKGX
81%
Closely correlated
N/A
BIBDX - OAKGX
80%
Closely correlated
N/A
TEDSX - OAKGX
78%
Closely correlated
N/A
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