Old Westbury New Fund Quote

OWNYX Fund  USD 9.86  0.01  0.10%   

Performance

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Odds Of Distress

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Old Westbury is trading at 9.86 as of the 22nd of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 9.85. 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. Equity ratings for Old Westbury New are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests primarily in a non-diversified portfolio of investment-grade municipal securities. It invests, as a fundamental policy, at least 80 percent of its net assets plus investment borrowings, under normal circumstances, in investments the income from which is exempt from federal income tax and New York income tax, but not necessarily the federal alternative minimum tax. More on Old Westbury New

Moving together with Old Mutual Fund

  0.99OWCAX Old Westbury CaliforniaPairCorr
  0.88OWCIX Old Westbury CreditPairCorr
  0.9OWFIX Old Westbury FixedPairCorr
  0.99OWMBX Old Westbury MunicipalPairCorr

Moving against Old Mutual Fund

  0.66LSHAX Horizon Spin Off Steady GrowthPairCorr
  0.66LSHUX Horizon Spin Off Steady GrowthPairCorr
  0.64SMPIX Semiconductor UltrasectorPairCorr
  0.58SMPSX Semiconductor UltrasectorPairCorr
  0.57FIKGX Fidelity Advisor SemPairCorr
  0.52RMQAX Monthly RebalancePairCorr

Old Mutual Fund Highlights

Fund ConcentrationOld Westbury Funds, Muni New York Intermediate Funds, Muni New York Intermediate, Old Westbury, Muni New York Intermediate, Muni New York Intermediate (View all Sectors)
Update Date30th of September 2024
Old Westbury New [OWNYX] is traded in USA and was established 22nd of November 2024. Old Westbury is listed under Old Westbury category by Fama And French industry classification. The fund is listed under Muni New York Intermediate category and is part of Old Westbury family. This fund now has accumulated 531.86 M in assets with minimum initial investment of 1 K. Old Westbury New is currently producing year-to-date (YTD) return of 0.55% with the current yeild of 0.0%, while the total return for the last 3 years was -0.07%.
Check Old Westbury Probability Of Bankruptcy

Instrument Allocation

Top Old Westbury New Mutual Fund Constituents

TCGXXSei Daily IncomeMoney Market FundUS Money Market Fund
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Old Westbury New Risk Profiles

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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