Oakmark Fund Institutional Fund Buy Hold or Sell Recommendation
| OANMX Fund | USD 142.20 0.24 0.17% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oakmark Fund Institutional is 'Hold'. Macroaxis provides Oakmark Fund buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OANMX positions. The advice algorithm takes into account all of Oakmark Fund's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oakmark Fund's buy or sell advice are summarized below:
Real Value 141.56 | Hype Value 142.2 | Market Value 142.2 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oakmark Fund Institutional given historical horizon and risk tolerance towards Oakmark Fund. When Macroaxis issues a 'buy' or 'sell' recommendation for Oakmark Fund Institutional, the advice is generated through an automated system that utilizes algorithms and statistical models.
Oakmark |
Execute Oakmark Fund 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 Fund Institutional. Macroaxis does not own or have any residual interests in Oakmark Fund Institutional or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oakmark Fund's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Ignores market trends | Details | |
Analyst Consensus | Not Available | Details |
Oakmark Fund Trading Alerts and Improvement Suggestions
Oakmark Fund Returns Distribution Density
The distribution of Oakmark Fund's historical returns is an attempt to chart the uncertainty of Oakmark Fund's future price movements. The chart of the probability distribution of Oakmark Fund daily returns describes the distribution of returns around its average expected value. We use Oakmark Fund Institutional price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oakmark Fund returns is essential to provide solid investment advice for Oakmark Fund.
| Mean Return | 0.11 | Value At Risk | -1.4 | Potential Upside | 1.10 | 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 Fund 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 Fund 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 Fund 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 Fund'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 | 0.00 | |
β | Beta against NYSE Composite | 0.00 | |
σ | Overall volatility | 0.69 | |
Ir | Information ratio | 0.07 |
Oakmark Fund Volatility Alert
Oakmark Fund Institutional has low volatility with Treynor Ratio of 0.0, Maximum Drawdown of 2.79 and kurtosis of 0.23. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oakmark Fund'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 Fund'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 Fund Fundamentals Vs Peers
Comparing Oakmark Fund'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 Fund's direct or indirect competition across all of the common fundamentals between Oakmark Fund and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oakmark Fund or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oakmark Fund's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oakmark Fund by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oakmark Fund to competition |
| Fundamentals | Oakmark Fund | Peer Average |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 7.13 % | 0.39 % |
| One Year Return | 32.37 % | 4.15 % |
| Three Year Return | 10.89 % | 3.60 % |
| Five Year Return | 14.63 % | 3.24 % |
| Ten Year Return | 10.50 % | 1.79 % |
| Net Asset | 21.51 B | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Last Dividend Paid | 0.3 | 0.65 |
| Cash Position Weight | 4.45 % | 10.61 % |
| Equity Positions Weight | 95.55 % | 63.90 % |
Oakmark Fund 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 142.2 | |||
| Day Typical Price | 142.2 | |||
| Price Action Indicator | 0.12 | |||
| Period Momentum Indicator | 0.24 |
About Oakmark Fund Buy or Sell Advice
When is the right time to buy or sell Oakmark Fund Institutional? 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 Fund 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?
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Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. The Large Blend Funds theme has 40 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 Large Blend Funds Theme or any other thematic opportunities.
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Check out Oakmark Fund 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.