Old Westbury U.S. Large Cap
760 Moore Road Columbus OH 43219
Map
Phone: 800-607-2200
| Category: | Large Growth | | Fund Family: | Old Westbury | | Net Assets: | 445.89M | | Year-to-Date Return: | 26.40% | | Yield: | 0.36% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-98 |
|
Lois R. Roman
Lead Manager since
14-Sep-06 | | | Roman is managing director and portfolio manager with Bessemer, her employer since 2005. Prior to joining Bessemer, Roman was a managing director and portfolio manager with Oppenheimer Capital as well as a managing director with Deutsche Asset Management and Scudder Investments. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| 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. |
| Last Dividend
(10-Dec-09):
| 0.03 | | Last Cap Gain
(23-Jun-08):
| 0.30 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 112.30% |
|
| Expense | OWLCX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
|
|
1.27% Nasdaq 0.00%
Profile
