Old Westbury Large Fund Quote
| OWLSX Fund | USD 21.50 0.12 0.56% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Old Westbury is trading at 21.50 as of the 30th of November 2024; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 21.38. Old Westbury has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Old Westbury Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. 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
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Old Mutual Fund Highlights
| Update Date | 30th of September 2024 |
Old Westbury Large [OWLSX] is traded in USA and was established 30th of November 2024. 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 Blend 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 22.47% with the current yeild of 0.0%, while the total return for the last 3 years was 4.24%.
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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
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| DGX | Quest Diagnostics Incorporated | Stock | Health Care | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| IVV | iShares Core SP | Etf | Large Blend | |
| CVX | Chevron Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services | |
| USB | US Bancorp | Stock | Financials |
Old Westbury Large Risk Profiles
| Mean Deviation | 0.5022 | |||
| Semi Deviation | 0.6277 | |||
| Standard Deviation | 0.6985 | |||
| Variance | 0.4879 |
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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