Old Westbury Mutual Funds List
Here you can find all mutual funds issued by Old Westbury and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 8
- Avg. Expense Ratio
- 0.79%
- Avg. 1 Year Return
- 10.54%
- Avg. 5 Year Return
- 3.28%
- Median Risk/Return Score
- 41 / 100
Old Westbury Mutual Funds List
8 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | Mar 2, 1998 | 0.96% | 8.13% | 14.04% | 8.18% | 39 | ||||||||
| Old Westbury California Municipal Bond Fund | Municipal Bonds | Dec 3, 2018 | 0.57% | 0.19% | — | 2.53% | 58 | ||||||||
| Old Westbury Credit Income Fund | Multisector Bonds | Sep 30, 2020 | 0.85% | 1.92% | — | 5.23% | 41 | ||||||||
| Old Westbury Fixed Income Fund | Intermediate Core Bond | Mar 12, 1998 | 0.57% | -0.21% | 1.62% | 3.83% | 19 | ||||||||
| Old Westbury Large Cap Strategies Fund | Global Equities | Oct 21, 1993 | 1.09% | 8.08% | 10.91% | 11.57% | 29 | ||||||||
| Old Westbury Municipal Bond Fund | Municipal Bonds | Mar 5, 1998 | 0.57% | 0.48% | 1.34% | 2.60% | 60 | ||||||||
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | Dec 3, 2018 | 0.57% | 0.47% | — | 2.41% | 59 | ||||||||
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | Apr 4, 2005 | 1.10% | 12.29% | 8.18% | 7.49% | 40 |
Explore top Old Westbury Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Old Westbury Mutual funds by Risk/Return Score
The top Old Westbury Mutual funds by PortfoliosLab Risk/Return Score are OWMBX (60) and OWNYX (59).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Old Westbury Municipal Bond Fund | 60 | — | Mar 1998 | |
| Old Westbury New York Municipal Bond Fund | 59 | — | Dec 2018 | |
| Old Westbury California Municipal Bond Fund | 58 | — | Dec 2018 | |
| Old Westbury Credit Income Fund | 41 | — | Sep 2020 | |
| Old Westbury Small & Mid Cap Strategies Fund | 40 | — | Apr 2005 |
Best-Performing Old Westbury Mutual funds Over 5 Years
The top Old Westbury Mutual funds is OWACX (9.66%).
Across the lineup, Old Westbury Mutual funds show an average 1-year return of 10.54% and an average 5-year return of 3.28%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Old Westbury All Cap Core Fund | 9.66% | — | Mar 1998 | |
| Old Westbury Large Cap Strategies Fund | 8.74% | — | Oct 1993 | |
| Old Westbury Small & Mid Cap Strategies Fund | 3.69% | — | Apr 2005 | |
| Old Westbury California Municipal Bond Fund | 0.96% | — | Dec 2018 | |
| Old Westbury Fixed Income Fund | 0.87% | — | Mar 1998 |
Lowest-Cost Old Westbury Mutual funds
The top Old Westbury Mutual funds is OWFIX (0.57%).
With an average expense ratio of 0.79%, Old Westbury Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Old Westbury Fixed Income Fund | 0.57% | — | Mar 1998 | |
| Old Westbury Municipal Bond Fund | 0.57% | — | Mar 1998 | |
| Old Westbury New York Municipal Bond Fund | 0.57% | — | Dec 2018 | |
| Old Westbury California Municipal Bond Fund | 0.57% | — | Dec 2018 | |
| Old Westbury Credit Income Fund | 0.85% | — | Sep 2020 |
Highest-Yield Old Westbury Mutual funds
The top Old Westbury Mutual funds is OWLSX (11.57%).
Across the lineup, Old Westbury Mutual funds show an average dividend yield of 5.48%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund | 11.57% | — | Oct 1993 | |
| Old Westbury All Cap Core Fund | 8.18% | — | Mar 1998 | |
| Old Westbury Small & Mid Cap Strategies Fund | 7.49% | — | Apr 2005 | |
| Old Westbury Credit Income Fund | 5.23% | — | Sep 2020 | |
| Old Westbury Fixed Income Fund | 3.83% | — | Mar 1998 |
Top Mutual funds Issuers
Fidelity · 969 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 124 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 106 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsColumbia · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsPrincipal · 65 Mutual fundsTIAA Investments · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
OWFIX vs. FEDUXOWFIX vs. JIGMXOWFIX vs. PCGTXOWFIX vs. RFAYXOWFIX vs. WFBIXOWLSX vs. MFWIXOWLSX vs. CSUAXOWLSX vs. GIDGXOWLSX vs. ARTHXOWLSX vs. FGIAXOWACX vs. TILIXOWACX vs. SWLGXOWACX vs. ADXOWACX vs. ONERXOWACX vs. BPTRXOWMBX vs. MPAOWMBX vs. ATOIXOWMBX vs. APUSXOWMBX vs. FHMIXOWMBX vs. NMIOWCIX vs. JSVIXOWCIX vs. AXSIXOWCIX vs. CRMVXOWCIX vs. ETSIXOWCIX vs. JMSIXOWSMX vs. VOOOWSMX vs. GLIFXOWSMX vs. GMGEXOWSMX vs. SSGLXOWSMX vs. VGPMXOWNYX vs. NMIOWNYX vs. PRMDXOWNYX vs. DNYMXOWNYX vs. MUCOWNYX vs. NUVOWCAX vs. DFABXOWCAX vs. ATOIXOWCAX vs. DFSMXOWCAX vs. FHMIXOWCAX vs. APUSX