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Old Westbury Multi-asset Opportunities Fund (OWSOX)

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Old Westbury Strategic Opportunities historical data, for real-time data please try another search

6.72 +0.01 +0.15%

30/09 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.1B

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OWSOX Overview

Find basic information about the Old Westbury Multi-asset Opportunities Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OWSOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0%

Prev. Close6.71

Risk Rating

TTM Yield2.42%

ROE22.87%

IssuerN/A

Turnover92%

ROA8.44%

Inception DateNov 28, 2007

Total Assets2.1B

Expenses1.20%

Min. Investment1,000

Market Cap46.92B

CategoryWorld Allocation

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Old Westbury Multi-asset Opportunities Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 6

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	889	1052	933	978	1161	1447
Fund Return	-11.11%	5.16%	-6.69%	-0.73%	3.03%	3.77%
Place in category	414	161	417	342	276	168
% in Category	82	33	84	86	82	80

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	25.8B	9.33	14.97	8.62
Old Westbury Small & Mid Cap Strate	9.07B	9.81	8.71	6.02
Old Westbury Municipal Bond	4.27B	1.24	1.45	1.28
Old Westbury All Cap Core	3.43B	5.62	14.42	11.44

Top Funds for World Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Wells Fargo Absolute Return Inst	225.32M	1.53	5.09	3.17
MFS Global Total Return R6	217.1M	8.61	3.52	5.38
VALIC Company I Global Strategy	235.64M	14.36	3.98	3.34
Wells Fargo Absolute Return A	189.35M	3.27	6.14	2.67
Transamerica BlackRock Global Alloc	193.93M	2.29	2.03	5.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
ROMARK CREDIT FUNDING I LTD	-	5.11	-	-
iShares MSCI Emerging Markets ETF	-	3.41	-	-
Ajax Mtg Ln Tr 2020-A 2.38%	-	2.19	-	-
Option on S&P 500 PR May20	-	1.73	-	-
Ajax Mtg Ln Tr 2019-E 3%	-	1.41	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Sell	Sell
Technical Indicators	BUY	Strong Buy	Neutral
Summary	Buy	Neutral	Neutral

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