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OAZMX Oakmark 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), Wells Fargo & Co (NYSE:WFC), Comcast Corp (NASDAQ:CMCSA), ConocoPhillips (NYSE:COP), Capital One Financial (NYSE:COF), American International Group (NYSE:AIG), IQVIA Holdings (NYSE:IQV).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of the company's intrinsic value.

Market Cap

The average market capitalization across the Oakmark R6 MF is 287.45B. The market cap for tickers in the group ranges from 45.3B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is IQV at 45.3B.

Volume

The average weekly volume growth across all stocks in the Oakmark R6 MF was 16%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 58
Price Growth Rating: 38
SMR Rating: 45
Profit Risk Rating: 35
Seasonality Score: 17 (-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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OAZMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAZMX has been closely correlated with DODGX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAZMX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAZMX
1D Price
Change %
OAZMX100%
+1.12%
DODGX - OAZMX
89%
Closely correlated
+0.35%
DOXGX - OAZMX
89%
Closely correlated
+0.35%
VIVAX - OAZMX
88%
Closely correlated
+0.27%
VIVIX - OAZMX
88%
Closely correlated
+0.27%
VVIAX - OAZMX
88%
Closely correlated
+0.27%
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