Oakmark Global Select Fund Buy Hold or Sell Recommendation

OAKWX Fund  USD 22.02  0.09  0.41%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Oakmark Global Select is 'Strong Buy'. Macroaxis provides Oakmark Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAKWX positions. The advice algorithm takes into account all of Oakmark Global's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oakmark Global's buy or sell advice are summarized below:
Real Value
21.83
Hype Value
22.02
Market Value
22.02
Naive Value
22
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oakmark Global Select given historical horizon and risk tolerance towards Oakmark Global. When Macroaxis issues a 'buy' or 'sell' recommendation for Oakmark Global Select, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Oakmark Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Oakmark and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Oakmark Global Select. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in housing.

Execute Oakmark Global Buy or Sell Advice

The Oakmark recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oakmark Global Select. Macroaxis does not own or have any residual interests in Oakmark Global Select or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakmark Global's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Oakmark GlobalBuy Oakmark Global
Strong Buy

Market Performance

ModestDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Oakmark Global Select has a Risk Adjusted Performance of 0.0528, Jensen Alpha of (0.07), Total Risk Alpha of (0.11), Sortino Ratio of (0.08) and Treynor Ratio of 0.0531
Our recommendation module complements current analysts and expert consensus on Oakmark Global. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Oakmark Global Select annual yield and net asset to ensure your buy or sell decision on Oakmark Global Select is adequate.

Oakmark Global Trading Alerts and Improvement Suggestions

The fund maintains 96.9% of its assets in stocks

Oakmark Global Returns Distribution Density

The distribution of Oakmark Global's historical returns is an attempt to chart the uncertainty of Oakmark Global's future price movements. The chart of the probability distribution of Oakmark Global daily returns describes the distribution of returns around its average expected value. We use Oakmark Global Select price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Global returns is essential to provide solid investment advice for Oakmark Global.
Mean Return
0.07
Value At Risk
-1.3
Potential Upside
1.06
Standard Deviation
0.71
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oakmark Global historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Oakmark Global Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oakmark Global or Oakmark sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oakmark Global's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oakmark fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.07
β
Beta against NYSE Composite1.04
σ
Overall volatility
0.73
Ir
Information ratio -0.1

Oakmark Global Volatility Alert

Oakmark Global Select has low volatility with Treynor Ratio of 0.05, Maximum Drawdown of 3.38 and kurtosis of 0.59. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakmark Global's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oakmark Global's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Oakmark Global Fundamentals Vs Peers

Comparing Oakmark Global's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oakmark Global's direct or indirect competition across all of the common fundamentals between Oakmark Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Global or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Global by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Oakmark Global to competition
FundamentalsOakmark GlobalPeer Average
Price To Earning16.20 X6.53 X
Price To Book1.41 X0.74 X
Price To Sales1.36 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return1.59 %0.39 %
One Year Return18.90 %4.15 %
Three Year Return1.04 %3.60 %
Five Year Return8.42 %3.24 %
Ten Year Return7.58 %1.79 %
Net Asset1.11 B4.11 B
Last Dividend Paid0.220.65
Cash Position Weight3.10 %10.61 %
Equity Positions Weight96.90 %63.90 %

Oakmark Global Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oakmark . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Oakmark Global Buy or Sell Advice

When is the right time to buy or sell Oakmark Global Select? Buying financial instruments such as Oakmark Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Oakmark Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Broad Commodities ETFs Thematic Idea Now

Broad Commodities ETFs
Broad Commodities ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Commodities ETFs theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Broad Commodities ETFs Theme or any other thematic opportunities.
View All  Next Launch
Check out Oakmark Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Global's price analysis, check to measure Oakmark Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakmark Global is operating at the current time. Most of Oakmark Global's value examination focuses on studying past and present price action to predict the probability of Oakmark Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oakmark Global's price. Additionally, you may evaluate how the addition of Oakmark Global to your portfolios can decrease your overall portfolio volatility.
Transaction History
View history of all your transactions and understand their impact on performance
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Please note, there is a significant difference between Oakmark Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oakmark Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.