Old Westbury Large Cap Equity
760 Moore Road Columbus OH 43219
Map
Phone: 800-607-2200
| Category: | Large Growth | | Fund Family: | Old Westbury | | Net Assets: | 436.32M | | Year-to-Date Return: | -7.73% | | Yield: | 0.67% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Mar-98 |
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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: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets, including any borrowings for investment purposes, in equity securities of companies whose market capitalizations, at the time of the initial investment, are at least $5 billion. It may also purchase exchange-traded funds (ETFs) and engage in futures and options transactions. |
| Last Dividend
(10-Dec-07):
| 0.09 | | Last Cap Gain
(23-Jun-08):
| 0.30 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 98.32% |
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| Expense | OWLCX | Category
Avg | | Total Expense Ratio: | 1.01%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$318 | $622 | | 5 Yr Expense Projection*: |
$552 | $957 | | 10 Yr Expense Projection*: |
$1,235 | $1,889 |
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5.11% Nasdaq 
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