Old Westbury Financials
| OWLSX Fund | USD 18.75 0.20 1.08% |
Old |
Please note that past performance is not an indicator of the future performance of Old Westbury, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Old Westbury Fund Summary
Old Westbury competes with American Funds, American Funds, New Perspective, New Perspective, and New Perspective. Under normal circumstances, the fund invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70 percent by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index .Specialization | World Large-Stock Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6804141090 |
| Business Address | Old Westbury Funds |
| Mutual Fund Family | Old Westbury |
| Mutual Fund Category | World Large-Stock Growth |
| Benchmark | NYSE Composite |
| Phone | 800 607 2200 |
| Currency | USD - US Dollar |
You should never invest in Old Westbury Large without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Old Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Old Westbury's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Old Westbury Key Financial Ratios
Generally speaking, Old Westbury's financial ratios allow both analysts and investors to convert raw data from Old Westbury's financial statements into concise, actionable information that can be used to evaluate the performance of Old Westbury over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Old Westbury Large reports annually and quarterly.Old Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Old Westbury's current stock value. Our valuation model uses many indicators to compare Old Westbury value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Old Westbury competition to find correlations between indicators driving Old Westbury's intrinsic value. More Info.Old Westbury Large is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Old Westbury Large is roughly 6.95 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Old Westbury by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Old Westbury's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Old Westbury's earnings, one of the primary drivers of an investment's value.Old Westbury Large Systematic Risk
Old Westbury's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Old Westbury volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Old Westbury Large correlated with the market. If Beta is less than 0 Old Westbury generally moves in the opposite direction as compared to the market. If Old Westbury Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Old Westbury Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Old Westbury is generally in the same direction as the market. If Beta > 1 Old Westbury moves generally in the same direction as, but more than the movement of the benchmark.
Old Westbury Thematic Clasifications
Old Westbury Large is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Old Westbury Large is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Growth category is currently estimated at about 856.72 Billion. Old Westbury holds roughly 18.07 Billion in net asset claiming about 2.11% of World Large-Stock Growth category.| Large Blend Funds | View |
Old Westbury May 5, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Old Westbury help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Old Westbury Large. We use our internally-developed statistical techniques to arrive at the intrinsic value of Old Westbury Large based on widely used predictive technical indicators. In general, we focus on analyzing Old Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Old Westbury's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.779 | |||
| Information Ratio | 0.0283 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.13 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Old Westbury Large. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.