Old Westbury

The firm has a poor risk-adjusted performance record. Across all open-end and exchange-traded funds, the firm’s average 10-year Morningstar Rating is 2.0 stars. Old Westbury strategies have failed to have lengthy success. In particular, the firm's five-year success ratio demonstrates that only 14% have both survived and beaten their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.