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Old Westbury

Old Westbury Parent Rating

Low

Old Westbury has a ways to go to become an industry-standard steward, resulting in a Low Parent Pillar rating.

The risk-adjusted performance of the firm's open-end and exchange-traded funds does not stack up well versus their competitors, with an average 10-year Morningstar Rating of 2.0 stars. A detractor from the firm's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. 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.

Old Westbury Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

45.11 Bil

Investment Flows (TTM)

−1.29 Bil

Asset Growth Rate (TTM)

−3.21%

# of Share Classes

9
Morningstar Rating # of Share Classes
0
0
3
4
1
Not Rated 1

Quick Definitions: Key Morningstar Terms

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