Old Westbury Large Fund Quote
| OWLSX Fund | USD 20.72 0.03 0.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Old Westbury is trading at 20.72 as of the 16th of February 2025; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 20.69. Old Westbury has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. 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
Old Mutual Fund Highlights
| 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 December 2024 |
Old Westbury Large [OWLSX] is traded in USA and was established 16th of February 2025. 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 3.03% with the current yeild of 0.0%, while the total return for the last 3 years was 7.84%.
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
| V | Visa Class A | Stock | Financials | |
| MA | Mastercard | Stock | Financials | |
| BAC | Bank of America | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| IVV | iShares Core SP | Etf | Large Blend | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| PM | Philip Morris International | Stock | Consumer Staples |
Old Westbury Large Risk Profiles
| Mean Deviation | 0.6295 | |||
| Standard Deviation | 0.9669 | |||
| Variance | 0.9349 | |||
| Risk Adjusted Performance | (0.03) |
Old Westbury Against Markets
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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