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Old Westbury Large Cap Strategies OWLSX

Medalist Rating as of | See Old Westbury Investment Hub
  • NAV / 1-Day Return 18.33  /  −0.54 %
  • Total Assets 23.0 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 23%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings OWLSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.17 1.2 Bil
Technology

Apple Inc

4.57 884.9 Mil
Technology

Amazon.com Inc

2.88 557.5 Mil
Consumer Cyclical

Alphabet Inc Class C

2.62 506.5 Mil
Communication Services

NVIDIA Corp

2.56 495.5 Mil
Technology

Chevron Corp

2.31 447.8 Mil
Energy

JPMorgan Chase & Co

2.24 433.1 Mil
Financial Services

Broadcom Inc

2.01 388.7 Mil
Technology

Oracle Corp

1.51 291.7 Mil
Technology

Meta Platforms Inc Class A

1.49 288.3 Mil
Communication Services