Old Westbury Large Cap Strategies FundOWLSX
Type
Mutual fund
Peer group
Global equity
Net assets
$25.1B
Expense ratio
1.10%
1-year return
+15.8%
3 years, a year
+18.3%
5 years, a year
+8.0%
Holdings
398
What it aims to do.
The Funds goal is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA Nvidia Corp | 6.45% |
| GOOG Alphabet Inc | 4.90% |
| AAPL Apple Inc | 4.19% |
| AMZN Amazon.Com Inc | 3.43% |
| MSFT Microsoft Corp | 3.36% |
| AVGO Broadcom Inc | 2.89% |
| JPM Jp Morgan Chase & Company | 1.68% |
| META Meta Platforms Inc | 1.56% |
| CVX Chevron Corp | 1.33% |
| NEE Nextera Energy Inc | 1.21% |
More on OWLSX.
- OWLSX overview
- OWLSX holdings
- OWLSX risk
- OWLSX costs
- OWLSX money in and out
- OWLSX share classes
- Compare OWLSX 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.