Old Westbury Small Fund Quote
| OWSMX Fund | USD 15.54 0.01 0.06% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Old Westbury is trading at 15.54 as of the 25th of April 2024; that is -0.06 percent down since the beginning of the trading day. The fund's open price was 15.55. Old Westbury has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Old Westbury Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. 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
| 0.96 | OWACX | Old Westbury All | PairCorr |
| 0.96 | OWLSX | Old Westbury Large | PairCorr |
Old Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Old Westbury's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Old Westbury or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| 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 March 2024 |
Old Westbury Small [OWSMX] is traded in USA and was established 25th of April 2024. 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 0.78% with the current yeild of 0.01%, while the total return for the last 3 years was -5.26%.
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
| LHX | L3Harris Technologies | Stock | Industrials |
| SNA | Snap On | Stock | Industrials |
| DNB | Dun Bradstreet Holdings | Stock | Industrials |
| STE | STERIS plc | Stock | Health Care |
| GDX | VanEck Gold Miners | Etf | Equity Precious Metals |
| ANSS | ANSYS Inc | Stock | Information Technology |
| XLE | Energy Select Sector | Etf | Equity Energy |
Old Westbury Target Price Odds Analysis
Based on a normal probability distribution, the odds of Old Westbury jumping above the current price in 90 days from now is about 55.68%. The Old Westbury Small probability density function shows the probability of Old Westbury mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0446. This indicates Old Westbury Small market returns are sensitive to returns on the market. As the market goes up or down, Old Westbury is expected to follow. Additionally, old Westbury Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Old Westbury to move above the current price in 90 days from now is about 55.68 (This Old Westbury Small probability density function shows the probability of Old Mutual Fund to fall within a particular range of prices over 90 days) .
Old Westbury Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Old Westbury market risk premium is the additional return an investor will receive from holding Old Westbury long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Old Westbury. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Old Westbury's alpha and beta are two of the key measurements used to evaluate Old Westbury's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5781 | |||
| Semi Deviation | 0.8081 | |||
| Standard Deviation | 0.7686 | |||
| Variance | 0.5908 |
Old Westbury Against Markets
Picking the right benchmark for Old Westbury mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Old Westbury mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Old Westbury is critical whether you are bullish or bearish towards Old Westbury Small at a given time. Please also check how Old Westbury's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Old Westbury without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Old Mutual Fund?
Before investing in Old Westbury, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Old Westbury. To buy Old Westbury fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Old Westbury. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Old Westbury fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Old Westbury Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Old Westbury Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Old Westbury Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Old Westbury Small?
The danger of trading Old Westbury Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Old Westbury is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Old Westbury. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Old Westbury Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Old Westbury Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.