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Old Westbury Small & Mid Cap Strategies OWSMX Fund Analysis

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Morningstar’s Analysis OWSMX

Will OWSMX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Old Westbury Small& Mid Cap Strategies to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research


The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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