Old Westbury Large Fund Quote
| OWLSX Fund | USD 18.55 0.23 1.26% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Old Westbury is trading at 18.55 as of the 23rd of April 2024; that is 1.26 percent increase since the beginning of the trading day. The fund's open price was 18.32. Old Westbury has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Old Westbury Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of February 2024 and ending today, the 23rd of April 2024. Click here to learn more.
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 .. More on Old Westbury Large
Moving together with Old Mutual Fund
| 0.99 | OWACX | Old Westbury All | PairCorr |
Moving against Old Mutual Fund
| 0.85 | USPSX | Profunds Ultrashort | PairCorr |
Old Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Old Westbury's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Old Westbury or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Old Westbury Funds, Large Growth Funds, World Large-Stock Growth Funds, Large Value Funds, Large Blend Funds, World Large-Stock Growth, Old Westbury, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
Old Westbury Large [OWLSX] is traded in USA and was established 23rd of April 2024. Old Westbury is listed under Old Westbury category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Old Westbury family. The entity is thematically classified as Large Value Funds. This fund now has accumulated 18.07 B in assets with minimum initial investment of 1 K. Old Westbury Large is currently producing year-to-date (YTD) return of 4.44% with the current yeild of 0.0%, while the total return for the last 3 years was 1.94%.
Check Old Westbury Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Old Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Old Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Old Westbury Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Old Westbury Large Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology |
| ADP | Automatic Data Processing | Stock | Industrials |
| MA | Mastercard | Stock | Financials |
| PEP | PepsiCo | Stock | Consumer Staples |
| BKNG | Booking Holdings | Stock | Consumer Discretionary |
| MSFT | Microsoft | Stock | Information Technology |
| IVV | iShares Core SP | Etf | Large Blend |
Old Westbury Target Price Odds Analysis
Based on a normal probability distribution, the odds of Old Westbury jumping above the current price in 90 days from now is about 40.7%. The Old Westbury Large probability density function shows the probability of Old Westbury mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Old Westbury has a beta of 0.9229. This indicates Old Westbury Large market returns are sensitive to returns on the market. As the market goes up or down, Old Westbury is expected to follow. Additionally, old Westbury Large has an alpha of 0.0083, implying that it can generate a 0.00829 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Old Westbury to move above the current price in 90 days from now is about 40.7 (This Old Westbury Large probability density function shows the probability of Old Mutual Fund to fall within a particular range of prices over 90 days) .
Old Westbury Large Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Old Westbury market risk premium is the additional return an investor will receive from holding Old Westbury long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Old Westbury. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Old Westbury's alpha and beta are two of the key measurements used to evaluate Old Westbury's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5654 | |||
| Semi Deviation | 0.6328 | |||
| Standard Deviation | 0.7575 | |||
| Variance | 0.5738 |
Old Westbury Against Markets
Picking the right benchmark for Old Westbury mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Old Westbury mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Old Westbury is critical whether you are bullish or bearish towards Old Westbury Large at a given time. Please also check how Old Westbury's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Old Westbury 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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Instant RatingsDetermine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Old Mutual Fund?
Before investing in Old Westbury, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Old Westbury. To buy Old Westbury fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Old Westbury. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Old Westbury fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Old Westbury Large fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Old Westbury Large fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Old Westbury Large, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Old Westbury Large?
The danger of trading Old Westbury Large is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Old Westbury is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Old Westbury. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Old Westbury Large is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.