Old Westbury Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.455.1116.51-7.57--
    Category Average-1.946.3520.52-8.884.19
    Assets for Each Yr*28.1429.9234.2028.8828.88
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -7.57 4.22 3.43

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $28,883 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 5.85 0.98 Average
    International Stock 2.5 51.43 1.06 Average
    Municipal Bond 1.0 8.85 0.57 Below Avg
    Taxable Bond 1.0 3.17 0.62 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 1.16
    Alphabet Inc Class C* Technology 6.05 0.99
    Apple Inc* Technology -0.58 0.97
    Exxon Mobil Corp* Energy 7.04 0.92
    Berkshire Hathaway Inc B* Financial Services 0.15 0.84
    Mastercard Inc A* Financial Services 7.25 0.84
    Booking Holdings Inc* Consumer Cyclical 2.20 0.81
    US Bancorp* Financial Services 9.89 0.75
    Verizon Communications Inc* Communication Services 2.62 0.70
    Becton, Dickinson and Co* Healthcare 7.44 0.69
    Automatic Data Processing Inc* Industrials 3.10 0.66
    UnitedHealth Group Inc* Healthcare 6.58 0.66
    Johnson & Johnson* Healthcare 1.27 0.65
    Texas Instruments Inc* Technology 5.21 0.60
    Markel Corp* Financial Services 2.90 0.60
    Walt Disney Co* Consumer Cyclical 1.27 0.56
    Quest Diagnostics Inc* Healthcare 5.16 0.56
    Colgate-Palmolive Co* Consumer Defensive 5.23 0.55
    Philip Morris International Inc* Consumer Defensive 10.53 0.54
    JPMorgan Chase & Co* Financial Services 7.96 0.50

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury Municip Bruce A. Whiteford 20.90
    Old Westbury Fixed I David W. Rossmiller 5.50
    Old Westbury Strateg Edward N. Aw 5.40
    Old Westbury All Cap John Alexander Chris 4.60
    Old Westbury Large C David E. Levanson 3.60

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury All Cap Qiang Jiang 0.90
    Old Westbury Small & Scott T. Brayman 3.20
    Old Westbury Large C David E. Levanson 3.60
    Old Westbury All Cap John Alexander Chris 4.60
    Old Westbury Strateg Edward N. Aw 5.40