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OAYWX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$22.49
Change
-$0.20 (-0.88%)
Net Assets
1.02B

OAYWX price forecast, quote, news & analysis

A.I.Advisor
published price charts
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 Advisor MF is 369.08B. 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 Advisor MF was -14%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 32
Price Growth Rating: 41
SMR Rating: 41
Profit Risk Rating: 37
Seasonality Score: 25 (-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