Old Westbury All Cap Core (OWACX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.04: the stock has moved about 4% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerOld Westbury All Cap Core (OWACX) trades at $27.52. Old Westbury All Cap Core (OWACX) is a financial services fund that invests in a diversified portfolio of equity and equity-related securities across all market capitalizations. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for OWACX: OWACX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Old Westbury All Cap Core (OWACX) Financial Services Profile
Old Westbury All Cap Core (OWACX) is an all-cap equity fund seeking long-term capital appreciation through diversified investments across market capitalizations. It operates within the asset management industry, focusing on securities listed on exchanges or actively traded over-the-counter, offering investors broad market exposure.
What Is the Investment Thesis for OWACX?
Old Westbury All Cap Core (OWACX), with a market capitalization of $3.35 billion and a beta of 1.04, presents a notable research candidate for those seeking diversified exposure to the equity market. The fund's strategy of investing across all market capitalizations allows it to capture growth from various segments of the economy. A key value driver is the fund's ability to adapt to changing market conditions and allocate capital to the most promising opportunities, regardless of company size. Potential catalysts include continued economic growth, which could drive earnings growth for the companies in the fund's portfolio. However, potential risks include market volatility and economic downturns, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
OWACX Key Highlights
Market Cap of $3.35B indicates a substantial asset base, providing stability and diversification.
- Beta of 1.04 suggests the fund's volatility is similar to the overall market, offering balanced risk exposure.
- Investment in diversified portfolio of equity and equity-related securities provides broad market exposure.
- No restrictions on market capitalization allows flexibility to invest in small-cap, mid-cap, and large-cap stocks.
- Focus on securities listed on exchanges or actively traded over-the-counter ensures liquidity and accessibility.
Who Are OWACX's Competitors?
OWACX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | $183.99 | +0.76% | $2.36T | — |
| FSPGX Fidelity Large Cap Growth Index Fund | $49.87 | +1.09% | $49.5B | — |
| SWPPX Schwab S&P 500 Index Fund- Select Shares | $19.95 | +0.71% | $149B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 77 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OWACX's Key Strengths?
Diversified investment portfolio.
- Flexibility to invest across all market capitalizations.
- Experienced investment management team.
- Established brand reputation.
What Are OWACX's Weaknesses?
Dependence on market conditions.
- Potential for underperformance compared to benchmark indices.
- Management fees can impact returns.
- Limited control over external factors.
What Are the Key Risks for OWACX?
Market volatility and economic downturns negatively impacting fund performance.
- Increased competition from other asset managers reducing market share.
- Regulatory changes increasing compliance costs.
- Dependence on the performance of underlying securities in the portfolio.
What Are OWACX's Competitive Advantages?
- Diversified investment approach reduces risk and enhances stability.
- Flexibility to invest across all market capitalizations provides access to a wider range of opportunities.
- Experienced investment management team with a proven track record.
- Established brand reputation and distribution network.
What Does OWACX Do?
Old Westbury All Cap Core (OWACX) is an investment fund focused on achieving long-term capital appreciation through a diversified portfolio of equity and equity-related securities. The fund distinguishes itself by having no restrictions on the market capitalization of the companies it invests in, allowing it to allocate capital across small-cap, mid-cap, and large-cap stocks. This flexibility enables the fund to capture growth opportunities across the entire market spectrum. The fund primarily invests in securities listed on securities exchanges or actively traded in over-the-counter markets, ensuring liquidity and accessibility. The investment strategy is centered around identifying securities that the Adviser believes have strong potential for long-term growth. By employing a diversified approach and focusing on fundamental analysis, Old Westbury All Cap Core aims to deliver consistent returns to its investors over the long term. The fund's objective is to provide a core equity holding that can serve as a foundation for a broader investment portfolio, offering exposure to a wide range of companies and sectors.
What Products and Services Does OWACX Offer?
- Invests in a diversified portfolio of equity securities.
- Focuses on long-term capital appreciation.
- Invests across all market capitalizations (small-cap, mid-cap, large-cap).
- Primarily invests in securities listed on exchanges or traded over-the-counter.
- Selects securities based on the Adviser's assessment of their growth potential.
- Offers a core equity holding for broader investment portfolios.
How Does OWACX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does OWACX Operate In?
Old Westbury All Cap Core operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The fund's diversified approach and focus on long-term capital appreciation position it to compete effectively in this dynamic environment. The asset management industry is experiencing growth driven by increasing wealth, rising retirement savings, and the growing demand for investment products. OWACX aims to capitalize on these trends by offering a diversified investment solution to investors.
Who Are OWACX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors seeking diversified equity exposure for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
OWACX Financials
Bull Case vs Bear Case
Bull Case
- Diversified investment portfolio.
- Flexibility to invest across all market capitalizations.
- Experienced investment management team.
- Established brand reputation.
Bear Case
- Dependence on market conditions.
- Potential for underperformance compared to benchmark indices.
- Management fees can impact returns.
- Limited control over external factors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OWACX Latest News
No recent news available for OWACX.
OWACX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for OWACX.
Price Targets
Wall Street price target analysis for OWACX.
OWACX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for OWACX; grades run from A+ (80-100) to F (below 30).
OWACX Financials Stock FAQ
How does Old Westbury All Cap Core manage risk in its investment strategy?
Old Westbury All Cap Core manages risk through diversification across market capitalizations and sectors. By investing in a broad range of companies, the fund reduces its exposure to any single company or industry.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to market conditions and investment risk.