Old Westbury Fixed Fund Quote

OWFIX Fund  USD 10.15  0.02  0.20%   

Performance

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Odds Of Distress

Less than 22

 
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Old Westbury is trading at 10.15 as of the 28th of November 2024; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 10.13. Old Westbury has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Old Westbury Fixed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in a diversified portfolio of investment-grade bonds and notes of any maturity. It invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment-grade fixed income securities including corporate, asset-backed, mortgage-backed, and U.S. More on Old Westbury Fixed

Moving together with Old Mutual Fund

  0.86OWCAX Old Westbury CaliforniaPairCorr
  0.97OWCIX Old Westbury CreditPairCorr
  0.89OWMBX Old Westbury MunicipalPairCorr

Moving against Old Mutual Fund

  0.73OWACX Old Westbury AllPairCorr
  0.69OWLSX Old Westbury LargePairCorr
  0.52OWSMX Old Westbury SmallPairCorr
  0.45PFN Pimco Income StrategyPairCorr

Old Mutual Fund Highlights

Fund ConcentrationOld Westbury Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Old Westbury, Intermediate Core Bond, Intermediate Core Bond (View all Sectors)
Update Date30th of September 2024
Old Westbury Fixed [OWFIX] is traded in USA and was established 28th of November 2024. Old Westbury is listed under Old Westbury category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Old Westbury family. This fund now has accumulated 872.16 M in assets with minimum initial investment of 1 K. Old Westbury Fixed is currently producing year-to-date (YTD) return of 1.85% with the current yeild of 0.02%, while the total return for the last 3 years was -0.63%.
Check Old Westbury Probability Of Bankruptcy

Instrument Allocation

Old Westbury Fixed Risk Profiles

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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