OAKGX Oakmark Global Investor Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Oakmark Global Investor MF is 1T. The market cap for tickers in the group ranges from 8.93B to 4.36T. GOOGL holds the highest valuation in this group at 4.36T. The lowest valued company is IPG at 8.93B.

The average weekly volume growth across all stocks in the Oakmark Global Investor MF was 20%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -14%