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OAZLX Oakmark Select R6 Forecast, Technical & Fundamental Analysis

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

Category: #Large Value
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A.I.Advisor
published Highlights

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)
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published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, OAZLX has been closely correlated with DODGX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAZLX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAZLX
1D Price
Change %
OAZLX100%
+0.99%
DODGX - OAZLX
91%
Closely correlated
+0.71%
DOXGX - OAZLX
91%
Closely correlated
+0.71%
AWSHX - OAZLX
81%
Closely correlated
+0.51%
FWMIX - OAZLX
81%
Closely correlated
+0.51%
FFFMX - OAZLX
80%
Closely correlated
+0.32%
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