OAKMX Oakmark Investor Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Merck & Co (NYSE:MRK), Citigroup (NYSE:C), Capital One Financial (NYSE:COF), Elevance Health (NYSE:ELV), Targa Resources Corp (NYSE:TRGP), Delta Air Lines (NYSE:DAL).

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.

The average market capitalization across the Oakmark Investor MF is 335.84B. The market cap for tickers in the group ranges from 12.8B to 355.1B. MRK holds the highest valuation in this group at 355.1B. The lowest valued company is ALLY at 12.8B.

The average weekly volume growth across all stocks in the Oakmark Investor MF was 21%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -35%