Old Westbury Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.455.1116.51-7.578.94
    Category Average-1.946.3520.52-8.889.53
    Assets for Each Yr*28.1429.9234.2028.8833.35
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.94 9.22 4.94

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $33,349 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 5.55 0.98 Average
    International Stock 2.0 48.79 1.06 Average
    Municipal Bond 1.0 9.28 0.57 Below Avg
    Taxable Bond 1.0 3.26 0.62 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 18.92 0.99
    Apple Inc* Technology 24.14 0.97
    Berkshire Hathaway Inc B* Financial Services 0.12 0.84
    US Bancorp* Financial Services 8.67 0.75
    Chevron Corp* Energy 16.78 0.72
    Verizon Communications Inc* Communication Services 4.75 0.70
    Automatic Data Processing Inc* Industrials 19.07 0.66
    PepsiCo Inc* Consumer Defensive 8.95 0.61
    Walt Disney Co* Consumer Cyclical -0.90 0.56
    Philip Morris International Inc* Consumer Defensive 37.67 0.54
    JPMorgan Chase & Co* Financial Services 6.20 0.50
    Lockheed Martin Corp* Industrials 15.04 0.45
    Citigroup Inc* Financial Services 23.63 0.44
    Occidental Petroleum Corp* Energy 10.82 0.43
    Westinghouse Air Brake Technolog* Industrials 5.32 0.39
    The Kraft Heinz Co* Consumer Defensive -22.98 0.38
    Worldpay Inc Class A* Industrials 44.29 0.35
    Nasdaq Inc* Financial Services 3.95 0.30
    AutoZone Inc* Consumer Cyclical 19.41 0.29
    International Business Machines * Technology 25.81 0.28

    Best 5-Year Relative Performance | More
    03-21-19

    Worst 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury Municip Bruce A. Whiteford 21.00
    Old Westbury Fixed I David W. Rossmiller 5.70
    Old Westbury Strateg Edward N. Aw 5.60
    Old Westbury All Cap John Alexander Chris 4.80
    Old Westbury Large C David E. Levanson 3.80

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury All Cap Qiang Jiang 1.10
    Old Westbury Small & Scott T. Brayman 2.80
    Old Westbury Large C David E. Levanson 3.80
    Old Westbury All Cap John Alexander Chris 4.80
    Old Westbury Strateg Edward N. Aw 5.60