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Old Westbury Funds, Inc. - Old Westbury All Cap ESG Fund (OWSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.71-0.12 (-1.22%)
At close: 08:01PM EDT

Old Westbury Funds, Inc. - Old Westbury All Cap ESG Fund

Old Westbury Funds Inc

760 Moore Road

Columbus, OH 43219

800-607-2200
Management Information
Desiree Davis,Lead Manager since July 7, 2020
Mr. Y. Gregory Sivin is a Principal and Senior Quantitative Analyst at Bessemer Investment Management LLC. Mr. Sivin joined the firm in 2011. Prior to joining the firm, Mr. Sivin was a portfolio manager and investment product developer at IndexIQ from 2007 to 2009. Before that, Mr. Sivin worked at Deutsche Investment Management as a portfolio manager and quantitative analyst from 2000 to 2007. Mr. Sivin earned a M.S. in Applied Statistics and Decision Making from Fordham University in 2016 and a B.S. in Applied Mathematics and Statistics from Stony Brook University in 1992.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyOld Westbury
Net Assets44.45M
YTD Return5.13%
Yield1.27%
Morningstar RatingN/A1
Inception DateFeb 28, 2018

Fund Operations

Last Dividend0.15
Last Cap Gain0.00
Holdings Turnover40.00%
Average for CategoryN/A

Fees & Expenses

ExpenseOWSIXCategory Average
Annual Report Expense Ratio (net)1.00%1.06%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.34%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.21%
3 Yr Expense Projection331N/A
5 Yr Expense Projection643N/A
10 Yr Expense Projection1,529N/A