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Old Westbury Large Cap Strategies Fund (OWLSX)

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21.07 -0.03    -0.14%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 25.28B
Type:  Fund
Market:  United States
Issuer:  Old Westbury
Asset Class:  Equity
Old Westbury Large Cap Strategies 21.07 -0.03 -0.14%

OWLSX Overview

 
Find basic information about the Old Westbury Large Cap Strategies Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OWLSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change27.03%
Prev. Close21.1
Risk Rating
TTM Yield0.47%
ROE24.54%
IssuerOld Westbury
Turnover26%
ROA11.01%
Inception DateOct 22, 1993
Total Assets25.28B
Expenses1.09%
Min. Investment1,000
Market Cap79.03B
CategoryWorld Large - Stock Growth
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1184 1030 1348 1104 1578 2140
Fund Return 18.38% 3.01% 34.8% 3.34% 9.55% 7.9%
Place in category 106 125 135 76 217 180
% in Category 29 38 40 27 68 88

Top Equity Funds by Old Westbury

  Name Rating Total Assets YTD% 3Y% 10Y%
  Old Westbury Small & Mid Cap Strate 9.01B 8.04 -3.03 5.64
  Old Westbury Municipal Bond 4.18B 0.20 -0.32 1.17
  Old Westbury All Cap Core 3.66B 18.26 5.62 11.02

Top Funds for World Large-Stock Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds New Perspective A 61.4B 14.97 1.86 11.03
  American Funds New Perspective R6 37.45B 15.27 2.19 11.38
  American Funds New Perspective F2 18.91B 15.15 2.08 11.26
  American Funds New Economy A 17.36B 20.68 2.32 10.92
  American Funds New Economy R6 11.02B 21.02 2.68 11.30

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 2.89 146.67 +0.53%
  Amazon.com US0231351067 2.33 198.38 -2.22%
  Energy Select Sector SPDR US81369Y5069 2.05 97.12 +0.81%
  ASML ADR USN070592100 1.54 672.16 +2.09%
  Visa A US92826C8394 1.43 309.90 +0.82%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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