Old Westbury Small Fund Quote
| OWSMX Fund | USD 16.28 0.03 0.18% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Old Westbury is trading at 16.28 as of the 18th of January 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 16.25. 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 19th of November 2024 and ending today, the 18th of January 2025. Click here to learn more.
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. More on Old Westbury Small
Moving together with Old Mutual Fund
Old Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Old Westbury Funds, Large Funds, World Small/Mid Stock Funds, Small Growth Funds, World Small/Mid Stock, Old Westbury, Large, World Small/Mid Stock (View all Sectors) |
| Update Date | 31st of December 2024 |
Old Westbury Small [OWSMX] is traded in USA and was established 18th of January 2025. Old Westbury is listed under Old Westbury category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Old Westbury family. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 6.9 B in assets with minimum initial investment of 1 K. Old Westbury Small is currently producing year-to-date (YTD) return of 0.06% with the current yeild of 0.01%, while the total return for the last 3 years was -1.49%.
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 Small 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 Small Mutual Fund Constituents
| NWL | Newell Brands | Stock | Consumer Discretionary | |
| SNPS | Synopsys | Stock | Information Technology | |
| ALLE | Allegion PLC | Stock | Industrials | |
| NDAQ | Nasdaq Inc | Stock | Financials | |
| COO | The Cooper Companies, | Stock | Health Care | |
| SPB | Spectrum Brands Holdings | Stock | Consumer Staples | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| GDX | VanEck Gold Miners | Etf | Equity Precious Metals |
Old Westbury Small Risk Profiles
| Mean Deviation | 0.5818 | |||
| Standard Deviation | 0.8257 | |||
| Variance | 0.6818 | |||
| Risk Adjusted Performance | (0.05) |
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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