About OWACX
The Old Westbury All Cap Core Fund is a diversified mutual fund focused on achieving long-term capital appreciation. Its strategy involves investing in a broad portfolio of equity and equity-related securities across companies of all market capitalizations, ranging from small-cap to large-cap stocks. The fund primarily targets large U.S. companies expected to outperform peers in terms of growth, as reflected in its large growth investment approach. Notable sector allocations include technology, financial services, consumer cyclical, communication services, and healthcare, with significant holdings in major firms such as Microsoft, Apple, Visa, Amazon, and Alphabet. The fund may also invest in foreign securities, including those from emerging and developing markets, using a mix of depositary receipts and occasionally derivatives to manage or enhance exposure. Managed by a stable team, the Old Westbury All Cap Core Fund is designed for investors seeking broad equity market participation with an emphasis on growth-oriented companies and diversified market exposure.
Fund Family Old Westbury Fds
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol OWACX
Index MSCI ACWI IMI NR
OWACX had a total return of 6.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.68%.
