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OAKMX
Mutual Fund ticker: NASDAQ
AS OF
Aug 27 closing price
Price
$166.57
Change
+$0.66 (+0.40%)
Net Assets
24.05B

OAKMX Oakmark Investor Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Capital One Financial (NYSE:COF), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), American International Group (NYSE:AIG), IQVIA Holdings (NYSE:IQV).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of the company's intrinsic value.

Market Cap

The average market capitalization across the Oakmark Investor MF is 353.98B. The market cap for tickers in the group ranges from 32.1B to 2.51T. GOOGL holds the highest valuation in this group at 2.51T. The lowest valued company is IQV at 32.1B.

Volume

The average weekly volume growth across all stocks in the Oakmark Investor MF was 26%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 49
Price Growth Rating: 44
SMR Rating: 51
Profit Risk Rating: 40
Seasonality Score: -63 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OAKMX has been closely correlated with VIVIX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAKMX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAKMX
1D Price
Change %
OAKMX100%
+0.40%
VIVIX - OAKMX
95%
Closely correlated
N/A
VIVAX - OAKMX
95%
Closely correlated
N/A
VVIAX - OAKMX
95%
Closely correlated
N/A
DODGX - OAKMX
92%
Closely correlated
+0.23%
DOXGX - OAKMX
92%
Closely correlated
+0.23%
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