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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

Details

Group

International Stock Funds

Fundamentals

OWSMX

Net Assets

8.78B

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

Fund Share Class Net Assets

8.78B

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

0.06

No Load Fund

Yes

Number of Long Holdings

2145.00

Number of Net Holdings

2155.00

Number of Short Holdings

10.00

Prospectus Acquired Expense Ratio

0.03

Weighting Top Ten Holdings

12.43%

Gain YTD

10.625

Annual Yield % from dividends

0.83

Returns for 1 year

13.04

Returns for 3 years

32.59

Returns for 5 years

23.94

Returns for 10 years

14.02

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Category WorldStock

Profile

Fundamentals

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