Old Westbury Fixed Income Fund (OWFIX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OWFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OWFIX
OWFIX charges 0.57% annually. There are 69 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | OWFIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | OWFIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | OWFIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | OWFIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | OWFIX vs WFBIX |
Best Risk-Adjusted Alternatives to OWFIX
OWFIX has a PortfoliosLab risk / return rank of 21. There are 31 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 61.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 61 | — | Oct 2011 | OWFIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 59 | — | Mar 2006 | OWFIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 55 | — | Aug 1995 | OWFIX vs PCGTX | |
| Manning & Napier Credit Series | 44 | — | Apr 2020 | OWFIX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 39 | — | Aug 2016 | OWFIX vs DFXIX |
Top Performing OWFIX Alternatives (YTD)
OWFIX is at -0.11% YTD. There are 59 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | OWFIX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | OWFIX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | OWFIX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | OWFIX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.76% | — | May 2023 | OWFIX vs FSMOX |
Lowest Volatility Alternatives to OWFIX
OWFIX has 3.10% 1-year volatility. There are 9 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.47% | — | Mar 2021 | OWFIX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | OWFIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | OWFIX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | OWFIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.73% | — | Aug 2000 | OWFIX vs JIBEX |
Lowest Drawdown Alternatives to OWFIX
OWFIX has a 1-year max drawdown of -2.23%. There are 9 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | OWFIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | OWFIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | OWFIX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | OWFIX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | OWFIX vs FTHRX |
Other Mutual Funds from Old Westbury
The 7 most viewed Old Westbury mutual funds shown here include OWLSX, OWACX, OWMBX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund | Global Equities | 32 | 8.61% | — | Oct 1993 | OWFIX vs OWLSX | |
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 33 | 8.52% | — | Mar 1998 | OWFIX vs OWACX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 59 | 0.40% | — | Mar 1998 | OWFIX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 60 | 0.37% | — | Dec 2018 | OWFIX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 36 | 1.40% | — | Sep 2020 | OWFIX vs OWCIX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 58 | 0.19% | — | Dec 2018 | OWFIX vs OWCAX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 30 | 10.51% | — | Apr 2005 | OWFIX vs OWSMX |
Often Compared With OWFIX
Investors most often compare OWFIX with JIGMX, RFAYX, WATIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare OWFIX with Any Fund or Stock
Compare OWFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWFIX with funds that move differently
Old Westbury Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWFIX.
Explore OWFIX Diversifiers