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OWACX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
3.38B

OWACX Old Westbury All Cap Core Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH).

Industry description

The investment seeks long-term capital appreciation. The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.

Market Cap

The average market capitalization across the Old Westbury All Cap Core MF is 789.23B. The market cap for tickers in the group ranges from 482.39B to 3T. MSFT holds the highest valuation in this group at 3T. The lowest valued company is UNH at 482.39B.

Volume

The average weekly volume growth across all stocks in the Old Westbury All Cap Core MF was 3%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 46
Price Growth Rating: 34
SMR Rating: 31
Profit Risk Rating: 22
Seasonality Score: -54 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Old Westbury Funds Inc760 Moore RoadColumbus
Phone
N/A
Web
N/A
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OWACX and

Correlation & Price change

A.I.dvisor indicates that over the last year, OWACX has been closely correlated with GFAFX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWACX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OWACX
1D Price
Change %
OWACX100%
-0.45%
GFAFX - OWACX
78%
Closely correlated
-0.77%
GFACX - OWACX
78%
Closely correlated
-0.78%
RGAEX - OWACX
75%
Closely correlated
-0.77%
RGACX - OWACX
74%
Closely correlated
-0.77%
RGAFX - OWACX
74%
Closely correlated
-0.78%
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