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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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16.63 +0.14 +0.85%

30/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.64B

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OWSMX Overview

Find basic information about the Old Westbury Small & Mid Cap Strategies Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add OWSMX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change9.64%

Prev. Close16.49

Risk Rating

TTM Yield0.91%

ROE13.70%

IssuerN/A

Turnover62%

ROA4.97%

Inception DateApr 05, 2005

Total Assets8.64B

Expenses1.10%

Min. Investment1,000

Market Cap5.94B

CategoryWorld Small/Mid Stock

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Old Westbury Small & Mid Cap Strategies Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1078	974	1078	932	1201	1721
Fund Return	7.76%	-2.59%	7.76%	-2.32%	3.73%	5.58%
Place in category	51	43	51	62	102	58
% in Category	36	33	36	44	72	65

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	24.39B	20.86	4.06	8.00
Old Westbury Municipal Bond	4.07B	0.43	-0.39	1.19
Old Westbury All Cap Core	3.48B	21.31	5.95	11.26

Top Funds for World Small/Mid Stock Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds SMALLCAP World A	26.91B	2.32	-5.18	7.70
American Funds SMALLCAP World R6	26.08B	2.71	-4.82	8.10
American Funds SMALLCAP World F2	9.9B	2.60	-4.92	7.98
American Funds SMALLCAP World 529A	1.56B	2.29	-5.21	7.65
Oppenheimer Global Opportunities A	1.45B	-7.47	-14.10	5.96

Top Holdings

Name	ISIN	Weight %	Last	Change %
Utilities Select Sector SPDR	US81369Y8865	5.42	78.34	+2.08%
VanEck Vectors Junior Gold Miners	US92189F7915	1.88	49.20	+3.86%
SPDR S&P Biotech	US78464A8707	1.09	93.54	+1.04%
Saia	US78709Y1055	0.92	495.00	+2.82%
SPDR S&P Regional Banking	US78464A6982	0.84	64.32	+1.12%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Strong Buy
Technical Indicators	Strong Buy	Sell	Strong Buy
Summary	Strong Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	16.63	+0.14	+0.85%