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Old Westbury Large Cap Equity (OWLCX)

On Feb 9: 10.91 USD  Up 0.16 (1.49%)  
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OLD WESTBURY U.S. LARGE CAP FUN Delayed quote dataEdit
Net Asset Value: 10.91
Trade Time: Feb 9
Change: Up 0.16 (1.49%)
Prev Close: 10.75
YTD Return*: 6.94%
Net Assets*: 457.31M
Yield*: 0.62%
* As of 31-Dec-07
Old Westbury Large Cap Equity (OWLCX)
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 457.31M
Category: Large Growth
Total Expense Ratio: 1.06%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 6.94%
5y Avg Return: 9.91%
Rank in Category (ytd): 17
% Rank in Category (ytd): 0.97%
Beta (3y): 0.94
Morningstar Risk Rating: Low
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of at least $5 billion. It typically invests in companies that have strong earnings prospects for a limited time period as a result of an economic or new product cycle. The fund also seeks companies that have consistently increased their net income by 15-20% or more annually.
Fund Profile


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