Old Westbury Fixed Income Fund (OWFIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OWFIX
OWFIX charges 0.57% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among OWFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | OWFIX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | OWFIX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | OWFIX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | OWFIX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | OWFIX vs WFBIX |
Best Risk-Adjusted Alternatives to OWFIX
Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | OWFIX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | OWFIX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | OWFIX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | OWFIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | OWFIX vs DFXIX |
Top Performing OWFIX Alternatives (YTD)
OWFIX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | OWFIX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | OWFIX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | OWFIX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | OWFIX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | OWFIX vs TCPYX |
Lowest Volatility Alternatives to OWFIX
OWFIX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | OWFIX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | OWFIX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | OWFIX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | OWFIX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | OWFIX vs JIBEX |
Lowest Drawdown Alternatives to OWFIX
OWFIX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | OWFIX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | OWFIX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | OWFIX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | OWFIX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | OWFIX vs JIBEX |
Other Mutual Funds from Old Westbury
Most popular Old Westbury mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 10 | -7.76% | Mar 2, 1998 | OWFIX vs OWACX | |
| Old Westbury Large Cap Strategies Fund | Global Equities | 41 | -6.48% | Oct 21, 1993 | OWFIX vs OWLSX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 55 | -1.72% | Apr 4, 2005 | OWFIX vs OWSMX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 55 | -0.83% | Dec 3, 2018 | OWFIX vs OWCAX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 49 | -0.76% | Mar 5, 1998 | OWFIX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 51 | -0.63% | Dec 3, 2018 | OWFIX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 61 | -0.32% | Sep 30, 2020 | OWFIX vs OWCIX |
Often Compared With OWFIX
What investors most often compare with OWFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | OWFIX vs UMMGX |
Compare OWFIX with Any Fund or Stock
Compare OWFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.