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Morningstar

Old Westbury All Cap Core OWACX

Morningstar Medalist Rating
Medalist Rating as of | See Old Westbury Investment Hub
  • NAV / 1-Day Return 24.40  /  −0.53 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.17%
  • Turnover 54%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

Morningstar’s Analysis OWACX

Will OWACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OWACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OWACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of OWACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Old Westbury All Cap Core's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings OWACX

More OWACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.31 204.2 Mil
Technology

Apple Inc

4.24 137.3 Mil
Technology

Visa Inc Class A

3.50 113.3 Mil
Financial Services

Amazon.com Inc

3.38 109.3 Mil
Consumer Cyclical

Alphabet Inc Class C

3.09 99.9 Mil
Communication Services

NVIDIA Corp

2.63 85.1 Mil
Technology

UnitedHealth Group Inc

2.57 83.2 Mil
Healthcare

Federated Hermes Govt Obl Premier

2.49 80.5 Mil
Cash and Equivalents

Meta Platforms Inc Class A

2.46 79.4 Mil
Communication Services

Cencora Inc

1.95 63.1 Mil
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