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Old Westbury

Old Westbury Parent Rating


Old Westbury lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating. One negative from the firm's rating is its comparatively high portfolio manager turnover over the past five years. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers and liquidations, portfolio managers moving into other roles, or portfolio managers leaving the firm. In some cases, such change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture. In terms of risk-adjusted performance, the Old Westbury open-end and exchange-traded funds fall short of competitors, with an average 10-year Morningstar Rating of 2.0 stars. Experienced longest-tenured management is a core advantage that Old Westbury has over others. Average asset-weighted tenure across management is 11 years, building confidence that the group has been put through its paces.

Old Westbury Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

39.30 Bil

Investment Flows (TTM)

−1.31 Bil

Asset Growth Rate (TTM)


# of Share Classes


Highest Rated Investments

See All Old Westbury Funds
Morningstar Rating
# of Share Classes
Not Rated 1
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

Quick Definitions: Key Morningstar Terms

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