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Morningstar

Old Westbury California Municipal Bd OWCAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Old Westbury Investment Hub

Morningstar’s Analysis OWCAX

Will OWCAX 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 OWCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the OWCAX 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 OWCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Old Westbury California Municipal Bd's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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