Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Old Westbury Mutual Funds
View all of Old Westbury’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Old Westbury Funds List
Share Class Type
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Old Westbury All Cap Core | OWACX | Large Growth | 5.81% | 62 | 0.960% | Above Average | No Load | $1,000 | ||
| Old Westbury Fixed Income | OWFIX | Intermediate Core Bond | −2.36% | 16 | 0.570% | Average | No Load | $1,000 | ||
| Old Westbury Small & Mid Cap Strategies | OWSMX | Global Small/Mid Stock | −0.78% | 27 | 1.130% | Below Average | No Load | $1,000 | ||
| Old Westbury California Municipal Bd | OWCAX | Muni California Intermediate | — | −1.25% | 96 | 0.580% | Above Average | No Load | $1,000 | |
| Old Westbury Large Cap Strategies | OWLSX | Global Large-Stock Growth | 5.36% | 40 | 1.110% | Above Average | No Load | $1,000 | ||
| Old Westbury Municipal Bond | OWMBX | Muni National Interm | — | −1.30% | 96 | 0.570% | Average | No Load | $1,000 | |
| Old Westbury New York Municipal Bd | OWNYX | Muni New York Intermediate | — | −1.44% | 90 | 0.570% | Average | No Load | $1,000 | |
| Old Westbury Credit Income | OWCIX | Multisector Bond | — | −2.48% | 95 | 0.910% | Average | No Load | $1,000 | |
| Old Westbury Short-Term Bond | OWSBX | Short-Term Bond | — | — | — | — | 0.370% | Below Average | No Load | $1,000 |
Old Westbury Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank