Old Westbury Financials
| OWSMX Fund | USD 16.28 0.03 0.18% |
Old |
Please note that you must use caution to infer results of funds 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 Lord Abbett, Tax Managed, Stone Ridge, Vy(r) T, and Northern Small. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80 percent of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6804146040 |
| Business Address | Old Westbury Funds |
| Mutual Fund Family | Old Westbury |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 607 2200 |
| Currency | USD - US Dollar |
Old Westbury Key Financial Ratios
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 Small is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Old Westbury Small is roughly 8.60 . 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 Small 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 Small 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 Small 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 Small is part of Small Growth 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 small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Old Westbury Small is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of World Small/Mid Stock category is currently estimated at about 13.16 Billion. Old Westbury totals roughly 6.9 Billion in net asset claiming about 52% of World Small/Mid Stock category.| Small Growth Funds | View |
Old Westbury January 18, 2025 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 Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Old Westbury Small 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.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 5.3 | |||
| Value At Risk | (1.15) | |||
| Potential Upside | 1.07 |
Other Information on Investing in Old Mutual Fund
Old Westbury financial ratios help investors to determine whether Old 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 Old with respect to the benefits of owning Old Westbury security.
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