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 370.2B. 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 47%. For the same stocks of the MF, the average monthly volume growth was 75% and the average quarterly volume growth was 159%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 73
P/E Growth Rating: 36
Price Growth Rating: 29
SMR Rating: 42
Profit Risk Rating: 36
Seasonality Score: 21 (-100 ... +100)