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

Details

Group

International Stock Funds

Fundamentals

OWSMX

Net Assets

8.1B

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

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

8.1B

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

2039.00

Number of Net Holdings

2044.00

Number of Short Holdings

5.00

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

13.87%

Gain YTD

-1.750

Annual Yield % from dividends

0.92

Returns for 1 year

2.08

Returns for 3 years

3.48

Returns for 5 years

27.02

Returns for 10 years

-4.75

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General Information

Category WorldStock

Profile

Fundamentals

Details