Notable companies
The most notable companies in this group are Charles Schwab Corp (The) (NYSE:SCHW), Salesforce (NYSE:CRM), IQVIA Holdings (NYSE:IQV), Centene Corp (NYSE:CNC).
Industry description
The investment seeks long-term capital appreciation.
The fund invests primarily in common stocks of U.S. companies. The fund 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 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 R6 MF is 346.94B. The market cap for tickers in the group ranges from 13.29B to 194.2B. SCHW holds the highest valuation in this group at 194.2B. The lowest valued company is ICLR at 13.29B.
Volume
The average weekly volume growth across all stocks in the Oakmark Select R6 MF was 16%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -49%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 54
Price Growth Rating: 37
SMR Rating: 45
Profit Risk Rating: 65
Seasonality Score: -49 (-100 ... +100)