Old Westbury Real Return Fund

Class No Load (OWRRX)
Scorecard
3 / 5 Stars
Lipper
1 1 1 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E- (Sell)

#1 in Commodities Broad Basket

U.S. News evaluated 33 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -1.76 percent over the past year, -5.78 percent over the past three years, and 5.58 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 7.1%
1 Year -1.8%
3 Years (Annualized) -5.8%
5 Years (Annualized) 5.6%
10 Years (Annualized) N/A

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Summary

The investment seeks real capital appreciation in inflationary environments. The fund invests in a portfolio of instruments that the Adviser believes should benefit in environments of increasing inflation. The Adviser attempts to manage the fund's "real return" (which equals total return less the estimated cost of inflation) by investing in instruments that the Adviser believes should perform better than other instruments during a period of time when inflation is rising. The fund also attempts to hedge against inflationary pressures by investing in non-traditional instruments such as derivative instruments and commodities. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Old Westbury Real Return Fund has an expense ratio of 1.10 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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