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 a closer substitute for your current allocation.
Cheapest Alternatives to OWLSX
OWLSX charges 1.09% annually. There are 158 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | OWLSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | OWLSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | OWLSX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | OWLSX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | OWLSX vs UCEQX |
Best Risk-Adjusted Alternatives to OWLSX
OWLSX has a PortfoliosLab risk / return rank of 32. There are 145 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | OWLSX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | OWLSX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | OWLSX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | OWLSX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | OWLSX vs FMIEX |
Top Performing OWLSX Alternatives (YTD)
OWLSX is at 8.95% YTD. There are 150 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | OWLSX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | OWLSX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | OWLSX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | OWLSX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | OWLSX vs PGVFX |
Lowest Volatility Alternatives to OWLSX
OWLSX has 214.16% 1-year volatility. There are 247 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | OWLSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | OWLSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | OWLSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | OWLSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | OWLSX vs SGMAX |
Lowest Drawdown Alternatives to OWLSX
OWLSX has a 1-year max drawdown of -68.17%. There are 247 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | OWLSX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | OWLSX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | OWLSX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | OWLSX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | OWLSX vs SVTAX |
Other Mutual Funds from Old Westbury
The 7 most viewed Old Westbury mutual funds shown here include OWFIX, OWACX, OWMBX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Old Westbury Fixed Income Fund | Intermediate Core Bond | 27 | -0.01% | — | Mar 1998 | OWLSX vs OWFIX | |
| Old Westbury All Cap Core Fund | Large Cap Growth Equities | 34 | 8.80% | — | Mar 1998 | OWLSX vs OWACX | |
| Old Westbury Municipal Bond Fund | Municipal Bonds | 58 | 0.31% | — | Mar 1998 | OWLSX vs OWMBX | |
| Old Westbury New York Municipal Bond Fund | Municipal Bonds | 59 | 0.37% | — | Dec 2018 | OWLSX vs OWNYX | |
| Old Westbury California Municipal Bond Fund | Municipal Bonds | 57 | 0.09% | — | Dec 2018 | OWLSX vs OWCAX | |
| Old Westbury Credit Income Fund | Multisector Bonds | 42 | 1.27% | — | Sep 2020 | OWLSX vs OWCIX | |
| Old Westbury Small & Mid Cap Strategies Fund | Global Equities | 33 | 10.57% | — | Apr 2005 | OWLSX vs OWSMX |
Often Compared With OWLSX
Investors most often compare OWLSX with GIDGX, ARTHX, GQFPX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OWLSX with Any Fund or Stock
Compare OWLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWLSX with funds that move differently
Old Westbury Large Cap Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWLSX.
Explore OWLSX Diversifiers