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Old Westbury Real Return (OWRRX)

On Feb 10: 9.34 USD  Up 0.13 (1.41%)  
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 OLD WESTBURY REAL RETURN FUND Delayed quote dataEdit
Net Asset Value:9.34
Trade Time:Feb 10
Change:Up 0.13 (1.41%)
Prev Close:9.34
YTD Return*:24.15%
Net Assets*:1.68B
Yield*:2.13%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for OWRRX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:1.68B
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:24.15%
5y Avg Return:N/A
Rank in Category (ytd):509
% Rank in Category (ytd):42.99%
Beta (3y):1.31
Morningstar Risk Rating:High
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks real return over inflation. The fund seeks to invest in a portfolio of instruments that the Adviser believes should benefit in environments of increasing inflation. It normally invests net assets in instruments that are directly or indirectly affected by the level of inflation. The fund may invest up to 25% of assets in a wholly-owned Subsidiary, which may hold commodities, commodities-related instruments, derivatives and other investments. It is nondiversified.
Fund Profile


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