Old Westbury All Cap Core
OWACX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbus, OH 43219 United States of America
- IPO Date
- Feb 27, 1998
- CIK
- 0000909994
- Similar Companies
- Business
- Old Westbury All Cap Core Fund (OWACX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of equity and equity-related securities across all market capitalizations, including small-cap, mid-cap, and large-cap stocks; it emphasizes U.S. companies with exposure to non-U.S. stocks, cash equivalents, and sector allocations such as technology (29.98%), financial services (17.28%), and healthcare (10.97%). The fund, classified in the large growth category by Morningstar, offers no-load shares with a net expense ratio of 0.96%, a minimum initial investment of $1,000, and daily pricing, with total net assets of approximately $3.47 billion. Launched on March 2, 1998, and domiciled in the United States, it operates under Old Westbury Funds, Inc., advised by Bessemer Investment Management LLC, a subsidiary of Bessemer Trust Company, N.A., with headquarters at 760 Moore Road, King of Prussia, Pennsylvania. In a recent development, Anthony Wile, Principal and Head of Risk and Portfolio Construction at the adviser, joined the portfolio management team on May 1, 2025, alongside existing managers John Christie (since November 16, 2011) and Michael Morrisroe (since December 30, 2016). The fund targets investors seeking blend-style large-cap growth exposure, with top holdings including Microsoft Corp. (6.71%), NVIDIA Corp. (5.95%), and Amazon.com Inc. (4.05%), and is available for sale in the United States.