News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/20/24
Old Westbury Large Cap Strategies Fund
OWLSX | Fund | Other
$19.94
+0.91%
$23.23 B
0.02%
$0.00
15.33%
2.78%
7.80%
7.32%
1.11%
Old Westbury Small & Mid Cap Strategies Fund
OWSMX | Fund | Other
$16.08
+0.56%
$8.84 B
0.62%
$0.10
8.79%
-1.68%
4.96%
6.11%
1.17%
Old Westbury Municipal Bond Fund
OWMBX | Fund | Other
$11.38
+0.18%
$4.06 B
2.57%
$0.29
0.34%
-0.47%
0.41%
1.18%
0.65%
Old Westbury All Cap Core Fund
OWACX | Fund | Other
$25.51
+1.11%
$3.45 B
0.02%
$0.00
22.79%
6.77%
13.38%
11.29%
0.97%
Old Westbury Credit Income Fund
OWCIX | Fund | Other
$7.86
+0.26%
$2.26 B
5.56%
$0.44
1.41%
-3.38%
-
-
0.93%
Old Westbury Fixed Income Fund
OWFIX | Fund | Other
$9.98
+0.20%
$1.44 B
4.10%
$0.41
2.13%
-0.75%
0.40%
1.12%
0.69%
Old Westbury New York Municipal Bond Fund
OWNYX | Fund | Other
$9.76
+0.21%
$579.09 M
2.42%
$0.24
0.35%
-0.25%
0.54%
-
0.74%
Old Westbury California Municipal Bond Fund
OWCAX | Fund | Other
$9.64
+0.21%
$374.89 M
2.66%
$0.26
0.43%
-0.14%
0.58%
-
0.77%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
Old Westbury In The News
News
Tech Continues to Take the Spotlight
The broader markets almost remained flat for the rolling month. Growth, especially tech,...
News
Tech Strategies Continue to Surge
Shauvik Haldar
|
The broader markets continued to post solid gains for the rolling month.
News
Tech Continues to Triumph As Precious Metals Struggle
Shauvik Haldar
|
The broader markets continued to be in the positibe territory for the rolling...
Old Westbury Research
Mutual Fund Education
Understanding the Growing Interest in Collective Investment Trusts
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Taxation
How to Use Tax-Managed Funds
Justin Kuepper
|
Let's see why mutual funds could incur surprise taxes and how tax-managed funds...
Mutual Fund Education
Identifying the Warning Signs of a Bear Market
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Portfolio Management
Special Report: Engaging Millennials Through Their Increasing Interest in Dividend Investing
Check out our special report on engaging millennials through their increasing interest in...