Oakmark Fund Valuation
| OAZMX Fund | USD 154.75 1.41 0.92% |
At this time, the fund appears to be overvalued. Oakmark Fund R6 holds a recent Real Value of $147.12 per share. The prevailing price of the fund is $154.75. We determine the value of Oakmark Fund R6 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Overvalued
Today
Please note that Oakmark Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oakmark Fund R6 holds a recent Real Value of $147.12 per share. The prevailing price of the fund is $154.75. We determine the value of Oakmark Fund R6 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oakmark Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Fund's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 154.75 | Real 147.12 | Hype 154.75 | Naive 153.89 |
The intrinsic value of Oakmark Fund's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oakmark Fund's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oakmark Fund R6 helps investors to forecast how Oakmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oakmark Fund more accurately as focusing exclusively on Oakmark Fund's fundamentals will not take into account other important factors: About Oakmark Fund Valuation
Our relative valuation model uses a comparative analysis of Oakmark Fund. We calculate exposure to Oakmark Fund's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Oakmark Fund's related companies.The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.
Other Information on Investing in Oakmark Mutual Fund
Oakmark Fund 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 Fund security.
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