Total Return | -0.45 | 5.11 | 16.51 | -7.57 | 6.56 |
Category Average | -1.94 | 6.35 | 20.52 | -8.88 | 6.90 |
Assets for Each Yr* | 28.14 | 29.92 | 34.20 | 28.88 | 31.56 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 6.56 | 8.13 | 5.34 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$31,557 mil | $1,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 2.0 | 5.81 | 0.98 | Average |
International Stock | 2.3 | 50.88 | 1.06 | Average |
Municipal Bond | 1.0 | 8.61 | 0.57 | Below Avg |
Taxable Bond | 1.0 | 3.05 | 0.62 | Below Avg |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Exxon Mobil Corp* | Energy | 15.93 | 0.92 | |
Verizon Communications Inc* | Communication Services | -0.32 | 0.70 | |
PepsiCo Inc* | Consumer Defensive | 4.93 | 0.61 | |
Texas Instruments Inc* | Technology | 14.34 | 0.60 | |
Quest Diagnostics Inc* | Healthcare | 6.38 | 0.56 | |
Walt Disney Co* | Consumer Cyclical | 3.52 | 0.56 | |
Colgate-Palmolive Co* | Consumer Defensive | 12.80 | 0.55 | |
JPMorgan Chase & Co* | Financial Services | 8.56 | 0.50 | |
Ball Corp* | Consumer Cyclical | 17.57 | 0.45 | |
Citigroup Inc* | Financial Services | 24.53 | 0.44 | |
Westinghouse Air Brake Technolog* | Industrials | 6.32 | 0.39 | |
Nike Inc B* | Consumer Cyclical | 14.07 | 0.36 | |
KAR Auction Services Inc* | Consumer Cyclical | 12.85 | 0.30 | |
Advance Auto Parts Inc* | Consumer Cyclical | 6.15 | 0.28 | |
Dover Corp* | Industrials | 28.85 | 0.27 | |
Harris Corp* | Technology | 22.24 | 0.27 | |
LogMeIn Inc* | Technology | 1.75 | 0.27 | |
Wyndham Hotels & Resorts Inc Ord* | Consumer Cyclical | 15.25 | 0.25 | |
Edwards Lifesciences Corp* | Healthcare | 15.58 | 0.24 | |
Oracle Corp* | Technology | 15.64 | 0.24 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Old Westbury Strategic Oppor | 31 | -- | ||
Old Westbury Small & Mid Cap | 46 | -- | ||
Old Westbury Large Cap Strat | 52 | -- | ||
Old Westbury All Cap Core | 89 | -- | ||
Old Westbury Fixed Income | 98 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Old Westbury Fixed Income | 98 | -- | ||
Old Westbury Municipal Bond | 98 | -- | ||
Old Westbury All Cap Core | 89 | -- | ||
Old Westbury Large Cap Strat | 52 | -- | ||
Old Westbury Small & Mid Cap | 46 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Old Westbury Municipal Bond | 0.57 | -- | ||
Old Westbury Fixed Income | 0.62 | -- | ||
Old Westbury All Cap Core | 0.98 | -- | ||
Old Westbury All Cap ESG | 1.00 | -- | ||
Old Westbury Large Cap Strat | 1.11 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Old Westbury Strategic Oppor | 1.20 | -- | ||
Old Westbury Large Cap Strat | 1.11 | -- | ||
Old Westbury Small & Mid Cap | 1.11 | -- | ||
Old Westbury All Cap ESG | 1.00 | -- | ||
Old Westbury All Cap Core | 0.98 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Old Westbury Municip | Bruce A. Whiteford | 21.00 | ||
Old Westbury Fixed I | David W. Rossmiller | 5.60 | ||
Old Westbury Strateg | Edward N. Aw | 5.50 | ||
Old Westbury All Cap | John Alexander Chris | 4.70 | ||
Old Westbury Large C | David E. Levanson | 3.70 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Old Westbury All Cap | Qiang Jiang | 1.00 | ||
Old Westbury Small & | Scott T. Brayman | 3.30 | ||
Old Westbury Large C | David E. Levanson | 3.70 | ||
Old Westbury All Cap | John Alexander Chris | 4.70 | ||
Old Westbury Strateg | Edward N. Aw | 5.50 |