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Old Westbury All Cap Core (OWACX)
22.89
-0.09
(-0.39%)
At close: 8:04:22 PM EDT
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22.98 - YTD Return -4.75%
- Expense Ratio 0.96%
- Category Large Growth
- Last Cap Gain 49.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 3.27B
- Beta (5Y Monthly) 1.03
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 41.00%
- Last Dividend 0.05
- Inception Date Mar 2, 1998
The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
Old Westbury
Fund Family
Large Growth
Fund Category
3.27B
Net Assets
1998-03-02
Inception Date
Performance Overview: OWACX
View MoreTrailing returns as of 4/15/2025. Category is Large Growth.
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Holdings: OWACX
View MoreSector Weightings
SectorOWACX
Technology 29.40%
Financial Services 17.62%
Consumer Cyclical 11.20%
Healthcare 10.64%
Communication Services 9.89%
Industrials 9.61%
Consumer Defensive 4.79%
Energy 2.73%
Utilities 2.05%
Real Estate 1.22%
Basic Materials 0.86%
Recent News: OWACX
View MoreResearch Reports: OWACX
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