Oakmark Select Cash Position Weight vs. Last Dividend Paid
| OANLX Fund | USD 80.13 1.11 1.40% |
For Oakmark Select profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oakmark Select to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oakmark Select Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oakmark Select's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oakmark Select Fund over time as well as its relative position and ranking within its peers.
Oakmark |
Oakmark Select Last Dividend Paid vs. Cash Position Weight Fundamental Analysis
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. Oakmark Select Fund is regarded second largest fund in cash position weight among similar funds. It is regarded fourth largest fund in last dividend paid among similar funds creating about 0.03 of Last Dividend Paid per Cash Position Weight. The ratio of Cash Position Weight to Last Dividend Paid for Oakmark Select Fund is roughly 39.69 . 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.Oakmark Last Dividend Paid vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Oakmark Select |
| = | 5.16 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Oakmark Select |
| = | 0.13 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Oakmark Last Dividend Paid Comparison
Oakmark Select is currently under evaluation in last dividend paid among similar funds.
Oakmark Select Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oakmark Select, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oakmark Select will eventually generate negative long term returns. The profitability progress is the general direction of Oakmark Select's change in net profit over the period of time. It can combine multiple indicators of Oakmark Select, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Oakmark Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oakmark Select. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oakmark Select position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oakmark Select's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Oakmark Select without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Oakmark Select position
In addition to having Oakmark Select 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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Raw Materials
Companies that are involved with the development and processing of raw materials such as silver or forestry. The Raw Materials theme has 15 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 Raw Materials Theme or any other thematic opportunities.
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Other Information on Investing in Oakmark Mutual Fund
To fully project Oakmark Select's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oakmark Select at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Oakmark Select's income statement, its balance sheet, and the statement of cash flows.
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