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Old Westbury Large Cap Strategies OWLSX

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%

Morningstar’s Analysis OWLSX

Will OWLSX outperform in future?

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

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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