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 a closer substitute for your current allocation.
Cheapest Alternatives to OWACX
OWACX charges 0.96% annually. There are 273 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | OWACX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | OWACX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OWACX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | OWACX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | OWACX vs VMGAX |
Best Risk-Adjusted Alternatives to OWACX
OWACX has a PortfoliosLab risk / return rank of 27. There are 111 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | OWACX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | OWACX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | OWACX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | OWACX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | OWACX vs FZAPX |
Top Performing OWACX Alternatives (YTD)
OWACX is at 6.69% YTD. There are 165 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | OWACX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | OWACX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | OWACX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | OWACX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | OWACX vs GTLLX |
Lowest Volatility Alternatives to OWACX
OWACX has 13.83% 1-year volatility. There are 47 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | OWACX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | OWACX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | OWACX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | OWACX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | OWACX vs GQEPX |
Lowest Drawdown Alternatives to OWACX
OWACX has a 1-year max drawdown of -9.93%. There are 26 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | OWACX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | OWACX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | OWACX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | OWACX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | OWACX vs DNVYX |
Other Mutual Funds from Old Westbury
The 7 most viewed Old Westbury mutual funds shown here include OWFIX, OWLSX, OWSMX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 19 | -0.41% | — | Mar 1998 | OWACX vs OWFIX | |
| Old Westbury Large Cap Strategies Fund | Global Equities | 35 | 8.03% | — | Oct 1993 | OWACX vs OWLSX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 35 | 9.30% | — | Apr 2005 | OWACX vs OWSMX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 34 | -0.65% | — | Mar 1998 | OWACX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 33 | -0.65% | — | Dec 2018 | OWACX vs OWNYX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 32 | -0.84% | — | Dec 2018 | OWACX vs OWCAX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 27 | 0.38% | — | Sep 2020 | OWACX vs OWCIX |
Often Compared With OWACX
Investors most often compare OWACX with ADX, FSSKX, TVRIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OWACX with Any Fund or Stock
Compare OWACX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWACX with funds that move differently
Old Westbury All Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWACX.
Explore OWACX Diversifiers