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Old Westbury Large Cap Strategies (OWLSX)
18.56
+0.06
+(0.32%)
At close: 8:04:22 PM EDT
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18.50 - YTD Return -3.03%
- Expense Ratio 1.09%
- Category World Large-Stock Growth
- Last Cap Gain 42.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 23.4B
- Beta (5Y Monthly) 1.00
- Yield 0.42%
- 5y Average Return --
- Holdings Turnover 37.00%
- Last Dividend 0.09
- Inception Date Oct 22, 1993
Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index (IMI).
Old Westbury
Fund Family
World Large-Stock Growth
Fund Category
23.4B
Net Assets
1993-10-22
Inception Date
Performance Overview: OWLSX
View MoreTrailing returns as of 4/15/2025. Category is World Large-Stock Growth.
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OWCIX Old Westbury Credit Income
7.79
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OYRDX Invesco Rising Dividends Y
23.99
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34.14
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OWNYX Old Westbury New York Municipal Bd
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WAPCX Western Asset Core Plus Bond C
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Holdings: OWLSX
View MoreSector Weightings
SectorOWLSX
Technology 22.50%
Financial Services 17.43%
Consumer Cyclical 14.66%
Communication Services 11.15%
Industrials 10.22%
Consumer Defensive 8.90%
Healthcare 7.68%
Basic Materials 3.43%
Energy 1.98%
Real Estate 1.30%
Utilities 0.73%
Recent News: OWLSX
View MoreResearch Reports: OWLSX
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