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OANWX
Mutual Fund ticker: NASDAQ
AS OF
May 22 closing price
Price
$24.55
Change
-$0.10 (-0.41%)
Net Assets
1.03B

OANWX Oakmark Global Select Institutional 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), American International Group (NYSE:AIG).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in 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 could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40% of its total assets in securities of non-U.S. companies (unless the Adviser deems market conditions and/or company valuations less favorable to non-U.S. companies, in which case the fund will invest at least 30% of its total assets in securities of non-U.S. companies). The fund is non-diversified.

Market Cap

The average market capitalization across the Oakmark Global Select Institutional MF is 365.62B. The market cap for tickers in the group ranges from 41B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is CHTR at 41B.

Volume

The average weekly volume growth across all stocks in the Oakmark Global Select Institutional MF was 32%. For the same stocks of the MF, the average monthly volume growth was 76% and the average quarterly volume growth was 72%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 38
Price Growth Rating: 37
SMR Rating: 100
Profit Risk Rating: 36
Seasonality Score: 29 (-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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OANWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OANWX 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 OANWX jumps, then DODWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OANWX
1D Price
Change %
OANWX100%
-1.20%
DODWX - OANWX
90%
Closely correlated
-1.18%
TRZRX - OANWX
82%
Closely correlated
N/A
DGEFX - OANWX
81%
Closely correlated
N/A
DOXWX - OANWX
80%
Closely correlated
-1.11%
BIBDX - OANWX
78%
Closely correlated
N/A
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