Old Westbury Large Cap Strategies Fund
OWLSX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
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90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
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5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
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52-Week Low
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Old Westbury
Manager/Tenure
(Years)
(Years)
David E. Levanson (13), T. Perry Williams (11), Edward N. Aw (9), 9 others
Website
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Address
Old Westbury
New York NY - 10111
New York NY - 10111
Country
United States
Phone Number
212-708-9100
Investment Strategy
The investment seeks long-term capital appreciation. 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).