Old Westbury Credit Fund Quote
| OWCIX Fund | USD 7.97 0.01 0.13% |
PerformanceInsignificant
| Odds Of DistressLow
|
Old Westbury is trading at 7.97 as of the 20th of March 2025; that is 0.13 percent increase since the beginning of the trading day. The fund's open price was 7.96. 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund, under normal market circumstances invests at least 80 percent of its net assets in credit instruments and derivative instruments that are linked to, or provide investment exposure to, credit instruments, including short exposure. It may invest in debt or debt linked instruments of any credit rating, and there are no limits on the funds investments in high-yield bonds. More on Old Westbury Credit
Moving together with Old Mutual Fund
Old Mutual Fund Highlights
| Fund Concentration | Old Westbury Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Old Westbury (View all Sectors) |
| Update Date | 31st of March 2025 |
Old Westbury Credit [OWCIX] is traded in USA and was established 20th of March 2025. Old Westbury is listed under Old Westbury category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Old Westbury family. Old Westbury Credit now has accumulated 2.26 B in assets with minimum initial investment of 1 K. with the current yeild of 0.06%.
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 Credit 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 Credit Mutual Fund Constituents
| CWB | SPDR Bloomberg Convertible | Etf | Convertibles | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| PFF | iShares Preferred and | Etf | Preferred Stock | |
| PGX | Invesco Preferred ETF | Etf | Preferred Stock |
Old Westbury Credit Risk Profiles
| Mean Deviation | 0.2872 | |||
| Standard Deviation | 0.3788 | |||
| Variance | 0.1435 | |||
| Risk Adjusted Performance | (0.03) |
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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