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Morningstar

Old Westbury Fixed Income OWFIX

Morningstar Analyst Rating
Quantitative rating as of | See Old Westbury Investment Hub
  • NAV / 1-Day Return 10.16  /  0.10 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.02%
  • Effective Duration —

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis OWFIX

Will OWFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OWFIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OWFIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OWFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Old Westbury Fixed Income earns a Morningstar Quantitative Rating of Negative on the basis of subpar Parent and People Pillar ratings. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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