Old Westbury Large Cap Strategies Fund (OWLSX) Alternatives
Old Westbury Large Cap Strategies Fund (OWLSX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OWLSX. 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 OWLSX
OWLSX charges 1.09% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among OWLSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | OWLSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | OWLSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | OWLSX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | OWLSX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | OWLSX vs VMNVX |
Best Risk-Adjusted Alternatives to OWLSX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | OWLSX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | OWLSX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | OWLSX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | OWLSX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | OWLSX vs GLIFX |
Top Performing OWLSX Alternatives (YTD)
OWLSX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | OWLSX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | OWLSX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | OWLSX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | OWLSX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | OWLSX vs GQRIX |
Lowest Volatility Alternatives to OWLSX
OWLSX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | OWLSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | OWLSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | OWLSX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | OWLSX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | OWLSX vs GLIFX |
Lowest Drawdown Alternatives to OWLSX
OWLSX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | OWLSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | OWLSX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | OWLSX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | OWLSX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | OWLSX vs FGIAX |
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 All Cap Core Fund | Large Cap Growth Equities | 10 | -7.76% | Mar 2, 1998 | OWLSX vs OWACX | |
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 82 | -0.20% | Mar 12, 1998 | OWLSX vs OWFIX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 55 | -1.72% | Apr 4, 2005 | OWLSX vs OWSMX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 55 | -0.83% | Dec 3, 2018 | OWLSX vs OWCAX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 49 | -0.76% | Mar 5, 1998 | OWLSX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 51 | -0.63% | Dec 3, 2018 | OWLSX vs OWNYX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 61 | -0.32% | Sep 30, 2020 | OWLSX vs OWCIX |
Compare OWLSX with Any Fund or Stock
Compare OWLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.