Oakmark Select Financial Statements From 2010 to 2024
| OAZLX Fund | USD 80.13 1.11 1.40% |
Check Oakmark Select financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark Select's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Select Valuation or Volatility modules.
Oakmark |
Oakmark Select Mutual Fund Annual Yield Analysis
Oakmark Select's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Oakmark Select Annual Yield | 0.01 % |
Most of Oakmark Select's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Oakmark Select has an Annual Yield of 0.0061%. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Oakmark Select Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Select's current stock value. Our valuation model uses many indicators to compare Oakmark Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Select competition to find correlations between indicators driving Oakmark Select's intrinsic value. More Info.Oakmark Select is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 1,006,710,599,344 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark Select's earnings, one of the primary drivers of an investment's value.About Oakmark Select Financial Statements
Oakmark Select investors use historical fundamental indicators, such as Oakmark Select's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oakmark Select. Please read more on our technical analysis and fundamental analysis pages.
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 funds 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oakmark Mutual Fund
Oakmark Select financial ratios help investors to determine whether Oakmark Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakmark with respect to the benefits of owning Oakmark Select security.
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