Old Westbury All Cap Core FundOWACX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$3.5B
Expense ratio
0.95%
1-year return
+11.7%
3 years, a year
+15.3%
5 years, a year
+8.0%
12-month yield
9.71%
Holdings
103
What it aims to do.
The Funds goal is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 6.97% |
| GOOG Alphabet Inc | 5.71% |
| AAPL Apple Inc | 4.46% |
| MSFT Microsoft Corp | 4.19% |
| AMZN Amazon.Com Inc | 3.82% |
| AVGO Broadcom Inc | 3.36% |
| Federated Hermes Money Market Obligations Trust | 2.51% |
| META Meta Platforms Inc | 2.23% |
| iShares Trust | 2.21% |
| V Visa Inc | 1.97% |
More on OWACX.
- OWACX overview
- OWACX holdings
- OWACX risk
- OWACX costs
- OWACX money in and out
- OWACX share classes
- Compare OWACX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.