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Old Westbury Large Cap Strategies OWLSX Fund Analysis

| Medalist Rating as of | See Old Westbury Investment Hub

Morningstar’s Analysis OWLSX

Will OWLSX outperform in future?

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

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

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Morningstar Manager Research


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

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