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 71 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | OWFIX vs VBMPX | |
| 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 |
Best Risk-Adjusted Alternatives to OWFIX
OWFIX has a PortfoliosLab risk / return rank of 19. There are 20 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | OWFIX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | OWFIX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | OWFIX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 42 | — | Aug 1995 | OWFIX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | OWFIX vs MCDWX |
Top Performing OWFIX Alternatives (YTD)
OWFIX is at -0.41% YTD. There are 11 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 1.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 1.44% | — | Aug 1995 | OWFIX vs PCGTX | |
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | OWFIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | OWFIX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | OWFIX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | OWFIX vs FEDUX |
Lowest Volatility Alternatives to OWFIX
OWFIX has 3.02% 1-year volatility. There are 9 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | OWFIX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | OWFIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | OWFIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | OWFIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | OWFIX vs DFXIX |
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 | -2.08% | — | 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, OWSMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund | Global Equities | 35 | 8.03% | — | Oct 1993 | OWFIX vs OWLSX | |
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 27 | 6.69% | — | Mar 1998 | OWFIX vs OWACX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 35 | 9.30% | — | Apr 2005 | OWFIX vs OWSMX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 34 | -0.65% | — | Mar 1998 | OWFIX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 33 | -0.65% | — | Dec 2018 | OWFIX vs OWNYX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 32 | -0.84% | — | Dec 2018 | OWFIX vs OWCAX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 27 | 0.38% | — | Sep 2020 | OWFIX vs OWCIX |
Often Compared With OWFIX
Investors most often compare OWFIX with RFAYX, JIGMX, WATIX. These 20 comparison targets span 2 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