MENU
+Compare
OAZMX
Mutual Fund ticker: NASDAQ
AS OF
Jan 14 closing price
Price
$174.86
Change
+$0.51 (+0.29%)
Net Assets
25.71B

OAZMX Oakmark R6 Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Wells Fargo & Co (NYSE:WFC), Capital One Financial (NYSE:COF), ConocoPhillips (NYSE:COP), Comcast Corp (NASDAQ:CMCSA), IQVIA Holdings (NYSE:IQV), American International Group (NYSE:AIG).

Industry description

The investment seeks long-term capital appreciation. 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 company's stock price converges with the adviser's estimate of the company's intrinsic value.

Market Cap

The average market capitalization across the Oakmark R6 MF is 556.06B. The market cap for tickers in the group ranges from 34.31B to 4.06T. GOOGL holds the highest valuation in this group at 4.06T. The lowest valued company is FI at 34.31B.

Volume

The average weekly volume growth across all stocks in the Oakmark R6 MF was 18%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 47%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 73
P/E Growth Rating: 43
Price Growth Rating: 41
SMR Rating: 45
Profit Risk Rating: 37
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Harris Associates LP111 South Wacker Drive, Suite 4600Chicago
Phone
8004769625
Web
www.oakmark.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XUDV27.880.37
+1.35%
Franklin U.S. Dividend Mltplr Idx ETF
HERD44.920.24
+0.55%
Pacer Cash Cows Fund of Funds ETF
IBDQ25.12N/A
N/A
iShares iBonds Dec 2025 Term Corporate ETF
DNOV49.12-0.10
-0.20%
FT Vest US Equity Deep Bffr ETF Nov
SOLR32.23-0.26
-0.79%
Guinness Atkinson Sustainable Ey II ETF

OAZMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OAZMX has been closely correlated with VIVAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if OAZMX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OAZMX
1D Price
Change %
OAZMX100%
+0.29%
VIVAX - OAZMX
95%
Closely correlated
+0.53%
VIVIX - OAZMX
95%
Closely correlated
+0.52%
VVIAX - OAZMX
95%
Closely correlated
+0.53%
DODGX - OAZMX
92%
Closely correlated
+0.47%
DOXGX - OAZMX
92%
Closely correlated
+0.53%
More