| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#139 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.63 percent over the past year, 3.37 percent over the past three years, -1.13 percent over the past five years, and 3.73 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 16.6% |
| 3 Years (Annualized) | 3.4% |
| 5 Years (Annualized) | -1.1% |
| 10 Years (Annualized) | 3.7% |
Summary
The investment seeks long-term capital appreciation. The fund invests in a diversified portfolio of equity and equity-related securities throughout the world, including in emerging markets. Under normal circumstances, the fund invests at least 80% of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70% by market capitalization of the companies that comprise the S&P Global Broad Market Index.
Fees
Fees are Above Average compared to funds in the same category.
Old Westbury Large Cap Core Fund has an expense ratio of 1.00 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
