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Overview of Old Westbury Large Cap Strategies Fund (OWLSX)

Old Westbury Large Cap Strategies (OWLSX) a Zacks Ranked #1 (Strong Buy) was incepted in October 1993. OWLSX seeks long-term growth of capital. The fund invests mainly in securities of large cap companies. OWLSX seeks to follow market capitalization range of companies included in the MSCI ACWI Investable Market Index (IMI) to identify large cap companies.

This Non US-Equity product, as of the last filing, allocates their fund in four major groups; Large Value, Large Growth, Foreign Stock, Intermediate Bond and Emerging Market.

Old Westbury Large Cap Strategies, managed by Old Westbury, carries an expense ratio of 1.11%. Moreover, OWLSX requires a minimal initial investment of $1,000.

OWLSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.18% and 5 year 3.41%. To see how this fund performed compared in its category, please click here.

OWLSX’s performance, as of the last filing, when compared to funds in its category was in the top 9% in 1 year, top 1% over the past 3 years, and in the 14% over the past 5 years.

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