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Morningstar

Old Westbury Large Cap Strategies OWLSX

Morningstar Analyst Rating
Quantitative rating as of | See Old Westbury Investment Hub
  • NAV / 1-Day Return 15.49  /  1.02 %
  • Total Assets 20.8 Bil
  • Adj. Expense Ratio
    1.090%
  • 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%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis OWLSX

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

People Pillar

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

Summary

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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.

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