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Old Westbury Small & Mid Cap Strategies Fund (OWSMX)

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16.37 -0.22 -1.33%

21/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 9B

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 Change5.41%

Prev. Close16.59

Risk Rating

TTM Yield0.88%

ROE13.70%

IssuerOld Westbury

Turnover62%

ROA4.97%

Inception DateApr 05, 2005

Total Assets9B

Expenses1.10%

Min. Investment1,000

Market Cap5.94B

CategoryWorld Small/Mid Stock

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1033	1031	1142	1053	1264	1802
Fund Return	3.31%	3.05%	14.22%	1.73%	4.8%	6.07%
Place in category	62	59	55	63	103	57
% in Category	41	41	37	43	71	62

Top Equity Funds by Old Westbury

Name	Total Assets	YTD%	3Y%	10Y%
Old Westbury Large Cap Strategies	25.3B	2.82	7.52	8.38
Old Westbury Municipal Bond	4.24B	0.53	0.56	1.09
Old Westbury All Cap Core	3.62B	4.03	9.82	11.92

Top Funds for World Small/Mid Stock Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds SMALLCAP World A	27.19B	2.52	-0.26	8.05
American Funds SMALLCAP World R6	27.37B	2.56	0.13	8.46
American Funds SMALLCAP World F2	10.21B	2.55	0.02	8.34
American Funds SMALLCAP World 529A	1.56B	2.52	-0.29	8.01
Oppenheimer Global Opportunities A	1.41B	3.23	-8.44	6.32

Top Holdings

Name	ISIN	Weight %	Last	Change %
Utilities Select Sector SPDR	US81369Y8865	5.42	80.27	+0.02%
VanEck Vectors Junior Gold Miners	US92189F7915	1.88	50.37	-4.04%
SPDR S&P Biotech	US78464A8707	1.09	91.70	-1.10%
Saia	US78709Y1055	0.92	406.65	-10.41%
SPDR S&P Regional Banking	US78464A6982	0.84	61.42	-2.60%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Old Westbury Smal.	16.37	-0.22	-1.33%