Notable companies
The most notable companies in this group are Merck & Co (NYSE:MRK), Citigroup (NYSE:C), Capital One Financial (NYSE:COF), Elevance Health (NYSE:ELV), Targa Resources Corp (NYSE:TRGP), Delta Air Lines (NYSE:DAL).
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 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 Advisor MF is 341.07B. The market cap for tickers in the group ranges from 13.06B to 376.37B. MRK holds the highest valuation in this group at 376.37B. The lowest valued company is ALLY at 13.06B.
Volume
The average weekly volume growth across all stocks in the Oakmark Advisor MF was 30%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was -38%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 51
P/E Growth Rating: 42
Price Growth Rating: 34
SMR Rating: 47
Profit Risk Rating: 51
Seasonality Score: -42 (-100 ... +100)