OWSMX – Fund Analysis – Old Westbury Small & Mid Cap Strategies | Morningstar

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Will OWSMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OWSMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OWSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OWSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Mar 27, 2023

Old Westbury Small & Mid Cap Strategies earns a Morningstar Quantitative Rating of Neutral on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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