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OAZLX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
5.58B

OAZLX Oakmark Select R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Salesforce (NYSE:CRM), Wells Fargo & Co (NYSE:WFC), Charles Schwab Corp (The) (NYSE:SCHW), Capital One Financial (NYSE:COF).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities 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 238.97B. The market cap for tickers in the group ranges from 8B to 1.65T. GOOGL holds the highest valuation in this group at 1.65T. The lowest valued company is LAD at 8B.

Volume

The average weekly volume growth across all stocks in the Oakmark Select R6 MF was 28%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 38
Price Growth Rating: 43
SMR Rating: 39
Profit Risk Rating: 56
Seasonality Score: -21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
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

Correlation & Price change

A.I.dvisor indicates that over the last year, OAZLX has been closely correlated with DOXGX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAZLX jumps, then DOXGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAZLX
1D Price
Change %
OAZLX100%
+0.40%
DOXGX - OAZLX
83%
Closely correlated
+0.60%
DODGX - OAZLX
83%
Closely correlated
+0.60%
FFFMX - OAZLX
77%
Closely correlated
+0.29%
VIVAX - OAZLX
76%
Closely correlated
N/A
FFMMX - OAZLX
76%
Closely correlated
+0.31%
More