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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

US Funds

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16.08 +0.09 +0.56%

20/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 8.63B

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.

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Rating

1-Year Change4.69%

Prev. Close15.99

Risk Rating

TTM Yield0.57%

ROE13.47%

IssuerOld Westbury

Turnover24%

ROA5.27%

Inception DateApr 05, 2005

Total Assets8.63B

Expenses1.10%

Min. Investment1,000

Market Cap5.39B

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 32

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	1137	1044	1221	1015	1302	1806
Fund Return	13.67%	4.4%	22.1%	0.49%	5.42%	6.09%
Place in category	52	53	60	56	98	58
% in Category	40	37	41	42	69	67

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	24.45B	23.85	5.72	8.13
Old Westbury Municipal Bond	4.1B	1.25	-0.11	1.28
Old Westbury All Cap Core	3.47B	25.89	8.70	11.52

Top Funds for World Small/Mid Stock Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds SMALLCAP World A	27B	8.26	-2.87	8.33
American Funds SMALLCAP World R6	25.63B	8.63	-2.50	8.73
American Funds SMALLCAP World F2	9.84B	8.52	-2.60	8.61
American Funds SMALLCAP World 529A	1.56B	8.23	-2.90	8.27
Oppenheimer Global Opportunities A	1.46B	-0.65	-11.77	6.49

Top Holdings

Name	ISIN	Weight %	Last	Change %
VanEck Oil Services ETF	-	2.59	-	-
VanEck Vectors Junior Gold Miners	US92189F7915	1.62	44.37	+0.77%
FlexShares Morningstar Global Upstream Natural Res	US33939L4077	1.24	36.19	-0.08%
SPDR S&P Metals & Mining	US78464A7550	1.20	56.82	-0.46%
SPDR S&P Biotech	US78464A8707	1.11	91.28	+1.64%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	16.08	+0.09	+0.56%