Old Westbury All Cap Core

Frequently Asked Questions About OWACX

What does OWACX invest in?

This fund endeavors to meet its investment objective by allocating capital to a broad array of equity and equity-linked instruments. It maintains full flexibility concerning the market capitalization of the companies it targets, investing in everything from small-cap firms to mid-sized enterprises and large corporations. The strategy involves selecting securities that the adviser believes offer substantial potential for long-term capital appreciation. Its primary focus is on investments actively traded on recognized stock exchanges or available in robust over-the-counter markets.

What is the expense ratio of OWACX?

Old Westbury All Cap Core (OWACX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.

How big is OWACX?

Old Westbury All Cap Core (OWACX) manages $3.62B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is OWACX actively managed or an index fund?

OWACX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was OWACX launched?

Old Westbury All Cap Core (OWACX) launched in February 1998 and is managed by Old Westbury.

How has OWACX performed?

OWACX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.