Old Westbury Credit Fund Fundamentals

OWCIX Fund  USD 8.03  0.01  0.12%   
Old Westbury Credit fundamentals help investors to digest information that contributes to Old Westbury's financial success or failures. It also enables traders to predict the movement of Old Mutual Fund. The fundamental analysis module provides a way to measure Old Westbury's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Old Westbury mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Old Westbury Credit Mutual Fund Annual Yield Analysis

Old Westbury's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Old Westbury Annual Yield

    
  0.06 %  
Most of Old Westbury's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Old Westbury Credit is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Old Westbury Credit has an Annual Yield of 0.0567%. This is much higher than that of the Old Westbury family and significantly higher than that of the Multisector Bond category. The annual yield for all United States funds is notably lower than that of the firm.

Old Westbury Credit Fundamental Drivers 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 Credit is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about  39,781,776,931  of Net Asset per Annual Yield. 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 Annual Yield Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Old Westbury's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Old Westbury could also be used in its relative valuation, which is a method of valuing Old Westbury by comparing valuation metrics of similar companies.
Old Westbury is currently under evaluation in annual yield among similar funds.

Fund Asset Allocation for Old Westbury

The fund consists of 72.23% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
Asset allocation divides Old Westbury's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Old Fundamentals

About Old Westbury Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Old Westbury Credit's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Old Westbury using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Old Westbury Credit based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund, under normal market circumstances invests at least 80 percent of its net assets in credit instruments and derivative instruments that are linked to, or provide investment exposure to, credit instruments, including short exposure. It may invest in debt or debt linked instruments of any credit rating, and there are no limits on the funds investments in high-yield bonds. The fund is non-diversified.

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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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