Nasdaq - Delayed Quote USD

Old Westbury Funds, Inc. - Old Westbury All Cap ESG Fund (OWSIX)

9.71
-0.12
(-1.22%)
As of March 30 at 8:01:18 PM EDT. Market Open.
Loading Chart for OWSIX
  • Previous Close 9.83
  • YTD Return 5.13%
  • Expense Ratio 1.00%
  • Category World Large Stock
  • Last Cap Gain 0.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 44.45M
  • Beta (5Y Monthly) --
  • Yield 1.27%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.15
  • Inception Date Mar 1, 2018

Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of any market capitalization or sector that meet the adviser's ESG sustainability criteria. It has no restrictions as to the size of the companies in which it invests. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.

Old Westbury

Fund Family

World Large Stock

Fund Category

44.45M

Net Assets

2018-03-01

Inception Date

Performance Overview: OWSIX

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Trailing returns as of 3/25/2021. Category is World Large Stock.

YTD Return

OWSIX
5.13%
Category
4.69%
 

1-Year Return

OWSIX
51.54%
Category
57.22%
 

3-Year Return

OWSIX
9.04%
Category
11.58%
 

5-Year Return

OWSIX
0.00%
Category
12.57%
 

Holdings: OWSIX

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Sector Weightings

SectorOWSIX
Technology   21.59%
Healthcare   17.20%
Industrials   10.33%
Real Estate   3.24%
Utilities   1.93%
Energy   1.71%

Recent News: OWSIX

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Research Reports: OWSIX

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