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OEQAX
Mutual Fund ticker: NASDAQ
AS OF
Nov 12 closing price
Price
$10.42
Change
+$0.05 (+0.48%)
Net Assets
314.61M

OEQAX Oaktree Emerging Markets Equity A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Freeport-McMoran (NYSE:FCX), Vale SA (NYSE:VALE), Banco Bradesco SA (NYSE:BBD).

Industry description

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common and preferred stocks, of emerging market companies. It invests in the securities of companies that the Adviser believes have been undervalued in the market relative to their ability to generate strong cash flows and attractive returns on capital, which may include securities of small- or mid-capitalization companies.

Market Cap

The average market capitalization across the Oaktree Emerging Markets Equity A MF is 129.18B. The market cap for tickers in the group ranges from 36.01B to 385.09B. BABAF holds the highest valuation in this group at 385.09B. The lowest valued company is BBD at 36.01B.

Volume

The average weekly volume growth across all stocks in the Oaktree Emerging Markets Equity A MF was -6%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 34
P/E Growth Rating: 40
Price Growth Rating: 38
SMR Rating: 35
Profit Risk Rating: 52
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category DiversifiedEmergingMkts

Profile
Fundamentals
Details
Category
Diversified Emerging Mkts
Address
Brookfield Investment FundsThree World Financial Center, 200 Vesey Street, 10th FloorNew York
Phone
212-549-8400
Web
www.brookfieldim.com
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OEQAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OEQAX has been closely correlated with VEMRX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if OEQAX jumps, then VEMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OEQAX
1D Price
Change %
OEQAX100%
+0.48%
VEMRX - OEQAX
94%
Closely correlated
+0.06%
FWWNX - OEQAX
86%
Closely correlated
+0.45%
RNWBX - OEQAX
85%
Closely correlated
+0.45%
RNWHX - OEQAX
84%
Closely correlated
+0.45%
FNFWX - OEQAX
81%
Closely correlated
+0.46%
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