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OAYEX Oakmark International Small Cap Advisor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.

Market Cap

The average market capitalization across the Oakmark International Small Cap Advisor MF is 25.93B. The market cap for tickers in the group ranges from 348.67K to 133.96B. HDB holds the highest valuation in this group at 133.96B. The lowest valued company is NEXI at 348.67K.

Volume

The average weekly volume growth across all stocks in the Oakmark International Small Cap Advisor MF was 8%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 53
Price Growth Rating: 59
SMR Rating: 57
Profit Risk Rating: 86
Seasonality Score: -17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
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OAYEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAYEX has been closely correlated with QUSIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAYEX jumps, then QUSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAYEX
1D Price
Change %
OAYEX100%
N/A
QUSIX - OAYEX
83%
Closely correlated
-0.32%
AVANX - OAYEX
83%
Closely correlated
-0.16%
BISAX - OAYEX
81%
Closely correlated
-0.37%
DFVQX - OAYEX
81%
Closely correlated
-0.22%
DISVX - OAYEX
78%
Closely correlated
-0.09%
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