Old Westbury All Fund Fundamentals
| OWACX Fund | USD 29.06 0.03 0.10% |
Old Westbury All 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.
Old |
Old Westbury All 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.
Current Old Westbury Annual Yield | 0 % |
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 All 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 All has an Annual Yield of 0.0016%. This is much higher than that of the Old Westbury family and significantly higher than that of the Large Growth category. The annual yield for all United States funds is notably lower than that of the firm.
Old Westbury All 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 All is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 16,181 of Year To Date Return 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 98.65% investments in stocks, with the rest of investments allocated between different money market 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
| Total Asset | 3.63 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 25.89 % | ||||
| One Year Return | 31.62 % | ||||
| Three Year Return | 7.96 % | ||||
| Five Year Return | 14.73 % | ||||
| Ten Year Return | 8.46 % | ||||
| Net Asset | 2 B | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.35 % | ||||
| Equity Positions Weight | 98.65 % |
About Old Westbury Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Old Westbury All'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 All 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 pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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