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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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17.33 +0.14 +0.81%

22/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 9.19B

Type: Fund

Market: United States

Issuer: Old Westbury

Asset Class: Equity

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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. (ISIN: US6804146040)

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Technical Chart

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Rating

1-Year Change20.26%

Prev. Close17.19

Risk Rating

TTM Yield0.60%

ROE13.47%

IssuerOld Westbury

Turnover24%

ROA5.27%

Inception DateApr 05, 2005

Total Assets9.19B

Expenses1.10%

Min. Investment1,000

Market Cap5.39B

CategoryWorld Small/Mid Stock

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1080	1003	1263	912	1276	1730
Fund Return	8.04%	0.3%	26.26%	-3.03%	4.99%	5.64%
Place in category	42	55	55	49	92	60
% in Category	30	46	39	35	70	70

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	25.44B	18.38	3.34	7.90
Old Westbury Municipal Bond	4.18B	0.20	-0.32	1.17
Old Westbury All Cap Core	3.7B	18.26	5.62	11.02

Top Funds for World Small/Mid Stock Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds SMALLCAP World A	28.27B	3.50	-6.11	7.94
American Funds SMALLCAP World R6	26.73B	3.82	-5.75	8.34
American Funds SMALLCAP World F2	10.26B	3.73	-5.86	8.23
American Funds SMALLCAP World 529A	1.63B	3.47	-6.14	7.89
Oppenheimer Global Opportunities A	1.56B	-3.60	-13.40	6.53

Top Holdings

Name	ISIN	Weight %	Last	Change %
VanEck Oil Services ETF	-	2.59	-	-
VanEck Vectors Junior Gold Miners	US92189F7915	1.62	46.82	-3.14%
FlexShares Morningstar Global Upstream Natural Res	US33939L4077	1.24	39.60	-0.26%
SPDR S&P Metals & Mining	US78464A7550	1.20	68.89	+0.35%
SPDR S&P Biotech	US78464A8707	1.11	97.63	+1.44%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	17.33	+0.14	+0.81%