Old Westbury All Cap Core Fund (OWACX) Alternatives
Old Westbury All Cap Core Fund (OWACX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OWACX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OWACX
OWACX charges 0.96% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among OWACX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | OWACX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | OWACX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | OWACX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | OWACX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | OWACX vs TILIX |
Best Risk-Adjusted Alternatives to OWACX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | OWACX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | OWACX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | OWACX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | OWACX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | OWACX vs VTMGX |
Top Performing OWACX Alternatives (YTD)
OWACX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | OWACX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | OWACX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | OWACX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | OWACX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | OWACX vs AMRGX |
Lowest Volatility Alternatives to OWACX
OWACX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | OWACX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | OWACX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | OWACX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | OWACX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | OWACX vs PROVX |
Lowest Drawdown Alternatives to OWACX
OWACX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | OWACX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | OWACX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | OWACX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | OWACX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | OWACX vs BBLIX |
Other Mutual Funds from Old Westbury
Most popular Old Westbury mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Old Westbury Large Cap Strategies Fund | Global Equities | 41 | -6.48% | Oct 21, 1993 | OWACX vs OWLSX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 82 | -0.20% | Mar 12, 1998 | OWACX vs OWFIX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 55 | -1.72% | Apr 4, 2005 | OWACX vs OWSMX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 55 | -0.83% | Dec 3, 2018 | OWACX vs OWCAX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 49 | -0.76% | Mar 5, 1998 | OWACX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 51 | -0.63% | Dec 3, 2018 | OWACX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 61 | -0.32% | Sep 30, 2020 | OWACX vs OWCIX |
Compare OWACX with Any Fund or Stock
Compare OWACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.