3 / 5 Stars
2 3 3 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in World Allocation
U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.12 percent over the past year, 7.27 percent over the past three years, and 1.68 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.3%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation. The fund pursues its investment goal by investing throughout the world in a broad range of equity securities, securities that have equity-like characteristics and fixed-income securities. It invests in securities issued by companies of any capitalization size in several different countries. The fund, as a general matter, intends to invest its assets in at least three countries, one of which may be the U.S., and to have at least 40% of its assets invested outside the U.S. It is non-diversified.
Fees are Low compared to funds in the same category.
Old Westbury Global Opportunities Fund has an expense ratio of 1.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 4 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12