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OAYLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$82.02
Change
-$0.84 (-1.01%)
Net Assets
7.46B

OAYLX Oakmark Select Advisor Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Capital One Financial (NYSE:COF), IQVIA Holdings (NYSE:IQV).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.

Market Cap

The average market capitalization across the Oakmark Select Advisor MF is 260.52B. The market cap for tickers in the group ranges from 8.28B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is LAD at 8.28B.

Volume

The average weekly volume growth across all stocks in the Oakmark Select Advisor MF was -9%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 34
Price Growth Rating: 38
SMR Rating: 33
Profit Risk Rating: 26
Seasonality Score: 17 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
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OAYLX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAYLX has been closely correlated with DOXGX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAYLX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAYLX
1D Price
Change %
OAYLX100%
-1.01%
DOXGX - OAYLX
86%
Closely correlated
-0.67%
DODGX - OAYLX
85%
Closely correlated
-0.67%
VIVAX - OAYLX
84%
Closely correlated
-0.62%
VIVIX - OAYLX
83%
Closely correlated
-0.62%
VVIAX - OAYLX
83%
Closely correlated
-0.60%
More