Old Westbury Total Equity Fund
OWTEX
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
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
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Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
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Year to Date Total Return
1-Year Total Return
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2-Year Total Return
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3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
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Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Old Westbury
Manager/Tenure
(Years)
(Years)
Thomas Allen (0), Edward N. Aw (0), Aleksandrs Babikov (0), 11 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 equity securities. Equity securities are common stocks, preferred securities, warrants, rights, convertible securities and depositary receipts.