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OAYWX Oakmark Global Select Advisor Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

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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. The fund invests in the securities of companies located in at least three countries. It typically owns between twenty to thirty issuers in its portfolio and as a result, a higher percentage of the fund’s total assets may at times be invested in a particular region, sector or industry. It Fund will invest at least 40% 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 767.63B. The market cap for tickers in the group ranges from 14.71B to 3.91T. GOOGL holds the highest valuation in this group at 3.91T. The lowest valued company is CHTR at 14.71B.

Volume

The average weekly volume growth across all stocks in the Oakmark Global Select Advisor MF was -19%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -27%

Fundamental Analysis Ratings

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

Valuation Rating: 48
P/E Growth Rating: 82
Price Growth Rating: 44
SMR Rating: 36
Profit Risk Rating: 51
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OAYWX has been closely correlated with DGEFX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAYWX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAYWX
1D Price
Change %
OAYWX100%
+1.19%
DGEFX - OAYWX
81%
Closely correlated
+0.87%
BIBDX - OAYWX
78%
Closely correlated
-0.17%
FMDRX - OAYWX
72%
Closely correlated
+1.05%
TEDSX - OAYWX
72%
Closely correlated
+1.05%
TEDRX - OAYWX
72%
Closely correlated
+1.06%
More
Oakmark Global Select Advisor (OAYWX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com