Old Westbury Large Cap Strategies Fund

Class No Load (OWLSX)
Scorecard
2 / 5 Stars
Lipper
1 1 3 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#98 in World Stock

U.S. News evaluated 304 World Stock 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 24.31 percent over the past year, 7.25 percent over the past three years, 11.95 percent over the past five years, and 6.16 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 24.3%
3 Years (Annualized) 7.2%
5 Years (Annualized) 11.9%
10 Years (Annualized) 6.2%

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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 Strategies Fund has an expense ratio of 1.15 percent.

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Risk

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

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Fund Opinions

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 2014-06-11

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 4 for five years, and 4 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-06-11