About OWLSX
The Old Westbury Large Cap Strategies Fund is a globally oriented, actively managed mutual fund focused on long-term capital appreciation through investments in large-cap companies. The fund typically allocates at least 80% of its assets to stocks of companies with market capitalizations in the largest 70% of the MSCI ACWI Investable Market Index, ensuring broad exposure to major firms worldwide. Its diversified portfolio includes top holdings in leading technology, consumer, communications, financial, and energy sectors—frequently featuring names like Microsoft, Apple, Amazon, and JPMorgan Chase.
The fund leverages multiple complementary investment strategies, including both fundamental and quantitative approaches, and may employ active currency management and derivatives for hedging or increasing market exposure. It is classified as a global large-stock growth fund and maintains significant international diversification, often investing in both developed and emerging markets. With total assets well above category averages, the fund stands out for its size and institutional management structure.
The Old Westbury Large Cap Strategies Fund does not have a primary ESG focus and pays modest annual dividends. Its expense ratio is above average relative to its category, reflecting its active and multifaceted investment approach.
Fund Family Old Westbury Fds
Category World Large-Stock Growth
Stock Exchange NASDAQ
Ticker Symbol OWLSX
Index Index is not available on Lipper Database
OWLSX had a total return of 13.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.01%.
