Old Westbury Financial Statements From 2010 to 2024

OWMBX Fund  USD 11.56  0.02  0.17%   
Old Westbury financial statements provide useful quarterly and yearly information to potential Old Westbury Municipal investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Old Westbury financial statements helps investors assess Old Westbury's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Old Westbury's valuation are summarized below:
Old Westbury Municipal does not presently have any trending fundamental ratios for analysis.
Check Old Westbury financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Old Westbury's main balance sheet or income statement drivers, such as , as well as many indicators such as . Old financial statements analysis is a perfect complement when working with Old Westbury Valuation or Volatility modules.
  
This module can also supplement various Old Westbury Technical models . Check out the analysis of Old Westbury Correlation against competitors.

Old Westbury Municipal 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

    
  0.01 %  
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 Municipal 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 Municipal has an Annual Yield of 0.014%. This is much higher than that of the Old Westbury family and significantly higher than that of the Muni National Interm category. The annual yield for all United States funds is notably lower than that of the firm.

Old Westbury Municipal 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 Municipal is number one fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about  45.37  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.

About Old Westbury Financial Statements

Old Westbury investors use historical fundamental indicators, such as Old Westbury's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Old Westbury. Please read more on our technical analysis and fundamental analysis pages.
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.

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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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