Old Westbury Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.455.1116.51-7.5713.98
    Category Average-1.736.0620.87-8.6812.90
    Assets for Each Yr*28.1429.9234.2028.8835.67
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.98 7.08 5.13

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,670 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 4.93 0.98 Average
    International Stock 3.0 46.81 1.06 Average
    Municipal Bond 1.0 12.45 0.57 Below Avg
    Taxable Bond 1.0 4.14 0.62 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury Municip Bruce A. Whiteford 21.50
    Old Westbury Fixed I David W. Rossmiller 6.20
    Old Westbury All Cap John Alexander Chris 5.30
    Old Westbury Large C David E. Levanson 4.40
    Old Westbury Multi-A Warren Hyland 3.80

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Old Westbury Califor David W. Rossmiller 0.80
    Old Westbury New Yor David W. Rossmiller 0.80
    Old Westbury All Cap Qiang Jiang 1.50
    Old Westbury Small & Scott T. Brayman 3.30
    Old Westbury Multi-A Warren Hyland 3.80