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Old Westbury U.S. Large Cap (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: 10.91
YTD Return*: -5.22%
Net Assets*: 460.72M
Yield*: 0.30%
* As of 31-Jan-10
Old Westbury U.S. Large Cap (OWLCX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 460.72M
Category: Large Growth
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -5.22%
5y Avg Return: -0.45%
Rank in Category (ytd): 1223
% Rank in Category (ytd): 64.98%
Beta (3y): 0.93
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks above-average long-term capital appreciation. The fund invests at least 80% of net assets, including any borrowings for investment purposes, in equity securities of U.S. large capitalization companies, at the time of the initial investment, are at least $10 billion. It may continue to hold securities whose market capitalizations fall below the foregoing threshold subsequent to the fund?s investment in such securities.
Fund Profile


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