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OWSMX Old Westbury Small & Mid Cap Strategies Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.

Market Cap

The average market capitalization across the Old Westbury Small & Mid Cap Strategies MF is 26.39B. The market cap for tickers in the group ranges from 15.15B to 54.9B. NDAQ holds the highest valuation in this group at 54.9B. The lowest valued company is ULS at 15.15B.

Volume

The average weekly volume growth across all stocks in the Old Westbury Small & Mid Cap Strategies MF was 34%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 55
Price Growth Rating: 46
SMR Rating: 57
Profit Risk Rating: 45
Seasonality Score: -45 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category WorldStock

Profile
Details
Category
Global Small/Mid Stock
Address
Old Westbury Funds Inc760 Moore RoadColumbus
Phone
N/A
Web
N/A
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OWSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, OWSMX has been closely correlated with SMCWX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWSMX jumps, then SMCWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OWSMX
1D Price
Change %
OWSMX100%
N/A
SMCWX - OWSMX
92%
Closely correlated
+0.82%
CSPAX - OWSMX
92%
Closely correlated
+0.82%
RSLEX - OWSMX
91%
Closely correlated
+0.82%
RLLGX - OWSMX
88%
Closely correlated
+0.83%
SCWCX - OWSMX
88%
Closely correlated
+0.83%
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Old Westbury Small & Mid Cap Strategies (OWSMX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com