OWLSX
Old Westbury Funds, Inc. - Old Westbury Large Cap Strategies Fund
1W: -1.2%
1M: -0.7%
3M: +0.4%
YTD: +8.5%
1Y: -1.4%
3Y: +44.9%
5Y: +23.2%
$22.72
+0.18 (+0.80%)
Weekly Expected Move ±1.4%
$22
$22
$23
$23
$23
Similar ETFs
20 peers by holdings overlap (398 holdings)
FFA
First Trust Enhanced Equity Income Fund
59.1%
Shared60 holdings
Total62
AUM$444M
Price$22.21
PBAIX
BlackRock Tactical Opportunities Instl
54.5%
Shared652 holdings
Total1,021
AUM$6.0B
Price$18.18
ROGSX
Red Oak Technology Select Fund
49.7%
Shared27 holdings
Total28
AUM$843M
Price$65.74
SDLAX
SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
49.1%
Shared95 holdings
Total500
AUM$2.1B
Price$21.44
DFEOX
DFA U.S. Core Equity 1 Portfolio
47.8%
Shared401 holdings
Total2,563
AUM$41.8B
Price$55.98
PRCOX
T. Rowe Price U.S. Equity Research Fund
45.7%
Shared80 holdings
Total302
AUM$1.9B
Price$76.56
CAHEX
Calamos Hedged Equity Income Fund Class A
45.6%
Shared70 holdings
Total261
AUM$878M
Price$20.66
FNILX
Fidelity ZERO Large Cap Index Fund
45.5%
Shared98 holdings
Total502
AUM$19.2B
Price$27.70
SWPPX
Schwab S&P 500 Index Fund- Select Shares
45.5%
Shared95 holdings
Total500
AUM$148.8B
Price$19.95
PEOPX
BNY Mellon S&P 500 Index Fund
45.5%
Shared95 holdings
Total501
AUM$2.8B
Price$69.49
MYSPX
MainStay S&P 500 Index Fund Investor Class
45.5%
Shared95 holdings
Total502
AUM$2.1B
Price$82.12
GRMAX
Nationwide S&P 500 Index Fund
45.5%
Shared95 holdings
Total502
AUM$1.8B
Price$34.16
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund Class I
45.5%
Shared95 holdings
Total501
AUM$1.4B
Price$50.72
DFUSX
DFA US Large Company Portfolio
45.5%
Shared95 holdings
Total502
AUM$14.9B
Price$51.25
RPBAX
T. Rowe Price Balanced Fund
45.4%
Shared155 holdings
Total462
AUM$5.2B
Price$29.79
PREIX
T. Rowe Price Equity Index 500 Fund
45.4%
Shared95 holdings
Total501
AUM$41.0B
Price$200.39
SFAAX
Allspring Index Asset Allocation Fund Class A
45.4%
Shared95 holdings
Total501
AUM$1.2B
Price$40.40
SBSPX
Franklin S&P 500 Index Fund Class A
45.4%
Shared95 holdings
Total501
AUM$885M
Price$59.92
USSPX
Victory 500 Index Fund Member Shares
45.4%
Shared93 holdings
Total507
AUM$15.3B
Price$92.93
FDFIX
Fidelity Flex 500 Index Fund
45.4%
Shared97 holdings
Total506
AUM$9.4B
Price$32.83
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OWLSX | $28.2B | 393 | 31.0% | 10.2 | 3.2 | 3.9 | 37.3% | 38.3% | 1.81% | +26.8% | +48.2% | 57.8 | 6.3 |
| FFA | $444M | 62 | 139.3% | 12.4 | 3.6 | 3.6 | 33.5% | 29.4% | 1.79% | +24.5% | +41.2% | 53.7 | 6.3 |
| PBAIX | $6.0B | 1021 | 95.8% | 14.8 | 2.0 | 1.9 | 14.4% | 12.5% | 1.76% | +22.4% | +39.6% | 55.5 | 6.2 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| SDLAX | $2.1B | 500 | 48.8% | 15.2 | 4.1 | 4.0 | 30.9% | 26.2% | 1.37% | +20.9% | +36.5% | 57.5 | 6.3 |
| DFEOX | $41.8B | 2563 | 218.4% | 14.2 | 3.8 | 3.6 | 30.0% | 25.0% | 1.40% | +18.5% | +34.4% | 55.8 | 6.3 |
| PRCOX | $1.9B | 302 | 37.2% | 14.9 | 4.1 | 4.0 | 31.6% | 26.5% | 1.23% | +22.5% | +38.1% | 56.2 | 6.3 |
| CAHEX | $878M | 261 | 40.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.6% | 1.30% | +23.5% | +42.2% | 55.7 | 6.3 |
| FNILX | $19.2B | 502 | 37.6% | 15.4 | 4.3 | 4.1 | 31.8% | 26.7% | 1.28% | +23.9% | +41.7% | 57.0 | 6.3 |
| SWPPX | $148.8B | 500 | 38.3% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.4% | 56.9 | 6.3 |
| PEOPX | $2.8B | 501 | 38.1% | 15.3 | 4.2 | 4.1 | 31.9% | 26.8% | 1.31% | +23.3% | +41.5% | 56.8 | 6.3 |