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This is a list of Old Westbury Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Old Westbury Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Old Westbury Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Old Westbury Funds.
This page includes relevant dividend information on Old Westbury Funds.
The table below illustrates valuable information regarding the primary fund manager for Old Westbury Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Old Westbury Funds.
This list includes asset allocation proportions of the underlying holdings for Old Westbury Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund | No Load (OWLSX) | FAANG Equity | $17,092.22 | 9.10% | 71.29% | 1.10% | 7.17 |
| Old Westbury Small & Mid Cap Strategies Fund | No Load (OWSMX) | U.S. Mid-Cap Equity | $6,661.52 | 7.20% | 100.00% | 1.15% | 6.42 |
| Old Westbury Municipal Bond Fund | No Load (OWMBX) | National Mid-Term Municipal Bond | $4,193.60 | 1.61% | 15.38% | 0.66% | 0.43 |
| Old Westbury All Cap Core Fund | No Load (OWACX) | U.S. Large-Cap Growth Equity | $2,262.59 | 15.30% | 81.33% | 0.98% | 8.71 |
| Old Westbury Multi-Asset Opportunities Fund | Other (OWMAX) | U.S. | $2,203.94 | -7.09% | 91.77% | 1.32% | 6.77 |
| Old Westbury Fixed Income Fund | No Load (OWFIX) | Intermediate-Term Bond | $1,657.41 | 3.30% | 33.19% | 0.70% | 7.67 |
| Old Westbury New York Municipal Bond Fund | Other (OWNYX) | New York Municipal Bond | $586.47 | 0.95% | 2.63% | 0.77% | 1.66 |
| Old Westbury California Municipal Bond Fund | Other (OWCAX) | California Municipal Bond | $413.73 | 1.72% | 4.17% | 0.78% | 1.66 |
| Old Westbury All Cap ESG Fund | Other (OWSIX) | World Large-Cap Equity | $40.70 | 6.87% | 44.58% | 1.50% | 2.42 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Old Westbury is a company that sells mutual funds with $35,112M in assets under management. The average expense ratio from all mutual funds is 1.04%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1993. The average manager tenure for all managers at Old Westbury is 3.1 years. The company offers investors 9 mutual funds, in terms of the number of individual fund symbols.
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