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OWSMX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Old Westbury Small & Mid Cap Strategies (OWSMX) Ownership - Who owns Old Westbury Small & Mid Cap Strategies?

The investment seeks long-term capital appreciation... Show more

Category: #World Stock
#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Global Small/Mid Stock
Address
Old Westbury Funds Inc760 Moore RoadColumbus
Phone
N/A
Web
N/A

Details

Group
International Stock Funds
Category
World Stock
Total Expense Ratio
1.13
Min. Initial Investment
1000.00
Fund Existence
about 20 years
Turnover
62.00
Front Load
N/A
Net Assets
8552900600.00
Manager Tenure
N/A

Fundamentals

OWSMX
Net Assets
8.55B
Fund Existence
about 20 years
Turnover
62.00
Total Expense Ratio
1.13
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Global Small/Mid Stock
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.17
Assets in Top Ten Holdings
810M
Average Credit Quality
N/A
Average Effective Duration
0.06
Average Effective Maturity
0.06
Fund of Funds
No
Fund Share Class Net Assets
8.52B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
0.06
No Load Fund
Yes
Number of Long Holdings
1881.00
Number of Net Holdings
1891.00
Number of Short Holdings
10.00
Prospectus Acquired Expense Ratio
0.03
Weighting Top Ten Holdings
13.10%
Gain YTD
6.687
Annual Yield % from dividends
0.91
Returns for 1 year
6.07
Returns for 3 years
22.65
Returns for 5 years
28.03
Returns for 10 years
2.84
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General Information

Category WorldStock

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Old Westbury Funds Inc760 Moore RoadColumbus
Phone
N/A
Web
N/A