Old Westbury All Cap Core Fund
OWACX
NASDAQ
| Weiss Ratings | OWACX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | OWACX-NASDAQ | Click to Compare |
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| Provider | Old Westbury | |||
| Manager/Tenure (Years) | John Alexander Christie (13), Michael Morrisroe (8), Anthony Wile (0) | |||
| Website | -- | |||
| Fund Information | OWACX-NASDAQ | Click to Compare |
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| Fund Name | Old Westbury All Cap Core Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 02, 1998 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | OWACX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | OWACX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.82% | |||
| Asset Allocation | OWACX-NASDAQ | Click to Compare |
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| Cash | 2.68% | |||
| Stock | 97.32% | |||
| U.S. Stock | 88.29% | |||
| Non-U.S. Stock | 9.03% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | OWACX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.49% | |||
| 30-Day Total Return | 4.80% | |||
| 60-Day Total Return | 4.23% | |||
| 90-Day Total Return | -2.06% | |||
| Year to Date Total Return | -0.71% | |||
| 1-Year Total Return | 9.09% | |||
| 2-Year Total Return | 38.17% | |||
| 3-Year Total Return | 43.15% | |||
| 5-Year Total Return | 85.76% | |||
| Price | OWACX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | OWACX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $24.18 | |||
| 1-Month High NAV | $25.48 | |||
| 52-Week Low NAV | $21.64 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $29.35 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | OWACX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 16.94 | |||
| Balance Sheet | OWACX-NASDAQ | Click to Compare |
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| Total Assets | 3.08B | |||
| Operating Ratios | OWACX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 41.00% | |||
| Performance | OWACX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.21% | |||
| Last Bear Market Total Return | -16.67% | |||