Nasdaq - Delayed Quote USD
Old Westbury Small & Mid Cap Strategies (OWSMX)
15.19
+0.95
+(6.67%)
At close: 8:04:04 PM EDT
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- Previous Close
14.24 - YTD Return -1.25%
- Expense Ratio 1.13%
- Category World Small/Mid Stock
- Last Cap Gain 13.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 8.51B
- Beta (5Y Monthly) 1.03
- Yield 0.92%
- 5y Average Return --
- Holdings Turnover 62.00%
- Last Dividend 0.15
- Inception Date Apr 5, 2005
The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.
Old Westbury
Fund Family
World Small/Mid Stock
Fund Category
8.51B
Net Assets
2005-04-05
Inception Date
Performance Overview: OWSMX
View MoreTrailing returns as of 4/8/2025. Category is World Small/Mid Stock.
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Holdings: OWSMX
View MoreSector Weightings
SectorOWSMX
Industrials 20.66%
Technology 17.13%
Financial Services 13.91%
Healthcare 13.50%
Consumer Cyclical 9.47%
Consumer Defensive 6.59%
Utilities 6.01%
Basic Materials 5.57%
Communication Services 2.83%
Real Estate 2.62%
Energy 1.71%
Recent News: OWSMX
View MoreResearch Reports: OWSMX
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