Old Westbury Large Cap Strategies earns a Morningstar Quantitative Rating of Negative on the basis of subpar Parent and People Pillar ratings. 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.
- NAV / 1-Day Return 15.49 / 1.02 %
- Total Assets 20.8 Bil
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Adj. Expense Ratio
- Expense Ratio 1.110%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.58%
- Turnover 52%
Morningstar’s Analysis OWLSX
Will OWLSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.