MENU
+Compare
OAZWX
Mutual Fund ticker: NASDAQ
AS OF
Oct 3 closing price
Price
$26.65
Change
+$0.23 (+0.87%)
Net Assets
1.02B

OAZWX Oakmark Global Select R6 Forecast, Technical & Fundamental Analysis

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

Interact to see
Advertisement
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. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40% of its total assets in securities of non-U.S. companies (unless the Adviser deems market conditions and/or company valuations less favorable to non-U.S. companies. The fund is non-diversified.

Market Cap

The average market capitalization across the Oakmark Global Select R6 MF is 533B. The market cap for tickers in the group ranges from 38.25B to 2.97T. GOOGL holds the highest valuation in this group at 2.97T. The lowest valued company is CHTR at 38.25B.

Volume

The average weekly volume growth across all stocks in the Oakmark Global Select R6 MF was 34%. For the same stocks of the MF, the average monthly volume growth was -53% and the average quarterly volume growth was -65%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 54
Price Growth Rating: 45
SMR Rating: 40
Profit Risk Rating: 41
Seasonality Score: 55 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KLTO0.490.04
+9.02%
Klotho Neurosciences Inc
PTCT65.372.35
+3.73%
PTC Therapeutics
FDBC43.630.59
+1.37%
Fidelity D & D Bancorp
MRVL86.220.02
+0.02%
Marvell Technology
SBR75.33-2.69
-3.45%
Sabine Royalty Trust

OAZWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAZWX 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 OAZWX jumps, then DGEFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAZWX
1D Price
Change %
OAZWX100%
+0.87%
DGEFX - OAZWX
81%
Closely correlated
+0.49%
BIBDX - OAZWX
78%
Closely correlated
+0.37%
PRAFX - OAZWX
77%
Closely correlated
+0.40%
TEDSX - OAZWX
72%
Closely correlated
+0.64%
TEDRX - OAZWX
72%
Closely correlated
+0.63%
More