Notable companies
The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), Capital One Financial (NYSE:COF), 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 capitalization 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 Institutional MF is 290.08B. The market cap for tickers in the group ranges from 45.3B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is IQV at 45.3B.
Volume
The average weekly volume growth across all stocks in the Oakmark Institutional MF was -13%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 36%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 42
Price Growth Rating: 46
SMR Rating: 46
Profit Risk Rating: 34
Seasonality Score: 29 (-100 ... +100)