Old Westbury Mutual Fund Money Managers
| OWMBX Fund | USD 11.43 0.01 0.09% |
Break down of Old Westbury's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Old Westbury's future under-performance.
| Bruce Whiteford Executive Fund Manager |
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Old |
Old Westbury Net Asset Comparison
Old Westbury Municipal is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Muni National Interm category is currently estimated at about 33.29 Billion. Old Westbury holds roughly 2.3 Billion in net asset claiming about 7% of funds under Muni National Interm category.
Old Westbury Municipal Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Old Westbury Municipal Price Series Summation is a cross summation of Old Westbury price series and its benchmark/peer.
Old Westbury Stakeholder
| Bruce Whiteford | Fund Manager | Profile |
About Old Westbury Management Performance
The success or failure of an entity such as Old Westbury Municipal often depends on how effective the management is. Old Westbury management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Old management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Old management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of its net assets plus investment borrowings in investments the income from which is exempt from federal income tax, but not necessarily the federal alternative minimum tax. The fund invests, as a non-fundamental policy, at least 80 percent of its net assets, plus borrowings for investment purposes, in municipal bonds.
Please note that past performance is not an indicator of the future performance of Old Westbury, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Old Westbury Municipal. 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 bureau of labor statistics. Note that the Old Westbury Municipal information on this page should be used as a complementary analysis to other Old Westbury's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.