OWMAX - Old Westbury Multi-Asset Opportunities Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Old Westbury Multi-Asset Opportunities Fund

Old Westbury Funds Inc

760 Moore Road

Columbus, OH 43219

800-607-2200
Management Information
Randy B. Robertson,Lead Manager since April 30, 2014
Mr. Randy Robertson, a Managing Director of BlackRock, is the head of the Securitized Asset Investment Team and a member of Americas Fixed Income within Alpha Strategies. Prior to joining BlackRock in 2009, Mr. Robertson spent 10 years with Wachovia Capital Markets, most recently as a Managing Director, head of the Residential Mortgage and Consumer Group, and co-head of Residential CDOs. In these roles, he was the business leader for the broad investment banking consumer and residential mortgage markets activities. He oversaw the strategic and operational management of the company’s Distressed Asset Resolution default management team (DART), and the Chief Executive Officer of Vertice, Wachovia’s wholesale mortgage origination platform. Mr. Robertson’s other responsibilities included performing or managing various capital markets and operations functions, including risk management and arbitrage trading; he also developed Beacon, a loan level statistical model that provides predictive loss and prepayment analysis in all housing price environments. Before joining Wachovia in 1998, Mr. Robertson was Senior Vice President and head of Capital Markets with The Money Store. From 1990 to 1997, he was with Barnett Banks Incorporated, most recently as Director of Investments and Wholesale Funding. Prior to that, he spent four years with American Savings Capital Markets. Mr. Robertson earned a BBA degree in finance from Florida International University in 1983.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryWorld Allocation
Fund FamilyOld Westbury
Net Assets5.31B
YTD Return12.28%
Yield3.33%
Morningstar Rating★★★
Inception DateNov 27, 2007

Fund Operations

Last Dividend0.26
Last Cap Gain0.00
Holdings Turnover92.00%
Average for CategoryN/A

Fees & Expenses

ExpenseOWMAXCategory Average
Annual Report Expense Ratio (net)1.32%0.99%
Prospectus Net Expense Ratio1.32%N/A
Prospectus Gross Expense Ratio1.44%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection423N/A
5 Yr Expense Projection755N/A
10 Yr Expense Projection1,695N/A