OWSBX – Old Westbury Short-Term Bond Fund Stock Price | Morningstar

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NAV / 1-Day Return 10.02 / +0.20 %
Total Assets 15.5 Mil
Adj. Expense Ratio

0.370%
Expense Ratio 0.370%
Distribution Fee Level Below Average
Share Class Type No Load
Category Short-Term Bond
Credit Quality / Interest Rate Sensitivity —
Min. Initial Investment 1,000
Status Open
TTM Yield —
Effective Duration —

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 12:22 AM GMT+0

Will OWSBX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OWSBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in Old Westbury Short-Term Bond's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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Current Portfolio Date —
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings —

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